Solaris Advisors is delighted to welcome Jim Jeffery as a Managing Director and member of the firm’s Investment Committee effective July 1, 2015. Jim brings a new dimension to our already robust investment consulting and wealth management capability.
Prior to joining Solaris, Jim was previously the principal of Jeffery Asset Management, which he founded in late 2000 to serve the investment management consulting needs of health care/senior living organizations and private clients. At JAM, Jim leveraged his twenty-plus years’ of direct experience underwriting, structuring and re-structuring bond issues for non-profit Continuing Care Retirement Community clients. You can read more about Jim’s background here.
Jim is dedicated, highly experienced and client-centric. We share a central philosophical tenet – to craft customized investment programs that protect client capital and enhance its purchasing power, in a manner consistent with each client’s particular liquidity needs and risk tolerance.
We are particularly excited about the prospect of expanding our firm’s commitment to the non-profit community. At Solaris Advisors, we are known for and very proud of our work in this sector, and with Jim’s joining our team, we are signaling our deep commitment to the senior living sector.
Going forward, we plan to direct meaningful resources to the senior living area since we believe these facilities, with their specific asset/liability issues, are underserved by investment consultants. We bring to these organizations our deep investment platform supported by 17 professionals—including research analysts, specialist advisors with a variety of domain expertise, and compliance, systems and operations personnel.