Our Story &
Our Purpose
Solis Trust Fund Inc. was established to serve a singular purpose: the thoughtful stewardship of private wealth for families who demand discretion, expertise, and unwavering commitment.
Preserving & Growing
Generational Wealth
Solis Trust Fund Inc. is a private family office headquartered at 600 Superior Avenue East, Suite 1300, in Cleveland, Ohio. We were founded on the belief that the most effective wealth stewardship is deeply personal, rigorously disciplined, and built on trust earned over time.
Our mission is to protect, grow, and transfer wealth across generations — while providing the strategic guidance that allows our clients to focus on what matters most to them.
We operate with a strict referral-only policy. This is not a limitation — it is a deliberate commitment to depth over breadth, ensuring every client receives the full attention and resources of our team.
How We Are Organized
Family Office — Solis Trust Fund Inc.
The parent entity and primary vehicle for all client relationships. Solis Trust Fund Inc. holds 100% ownership interest in our management consulting firm and oversees all investment activities on behalf of private clients.
Management Consulting Firm
A wholly owned subsidiary providing strategic advisory and management consulting services. Through this entity, we deliver operational guidance, organizational strategy, and business transformation to select private clients.
Diversified Investment Portfolio
Solis Trust Fund Inc. maintains a diversified portfolio of investment interests across multiple asset classes and sectors. Our investment philosophy prioritizes long-term value creation, risk-adjusted returns, and capital preservation.
Private Client Relationships
All client engagements are initiated exclusively through personal referral. This structure ensures that every client relationship is built on a foundation of trust, shared values, and mutual commitment to long-term partnership.
The Principles That Guide Us
Discretion
Every client relationship is held in the strictest confidence. We never disclose client identities, holdings, or strategies.
Integrity
We act in the best interests of our clients at all times, with transparency, honesty, and unwavering ethical standards.
Excellence
We pursue the highest standards in every engagement — from investment analysis to client communication.
Long-Term Thinking
Our decisions are guided by multi-generational time horizons, not short-term market movements.
Personalization
No two families are alike. Every strategy we develop is tailored to the unique circumstances and goals of each client.
Trust
Trust is the foundation of everything we do. It is earned through consistent action, not promised through words.
Cleveland, Ohio
600 Superior Ave E, Suite 1300
Cleveland, Ohio 44114