Proof positive

Many wealth managers talk a good game but offer little substance to back it up. At Traust Sollus, we believe in showing, not just telling. That’s why we track key metrics that demonstrate the value we deliver to our clients.

  • $23.5 million

    total additional cash flow opportunities we identified and helped our clients generate in 2016

  • 136 basis points

    average additional after-tax performance our clients have received on equities managed using our tax overlay technology

  • 98 percent

    portion of Traust Sollus clients surveyed who are satisfied or extremely satisfied with their experience with our firm and wealth advisors

  • 12 years

    average length of time our wealth management clients have been with Traust Sollus

  • Explore case studies of the results Traust Sollus clients have experienced.