Salus Financial Advisors

Overview

Salus Financial Advisors is an independent registered investment adviser that focuses on serving individual and family clients through a mix of financial planning, portfolio management and third‑party manager selection. The firm operates as a capital allocator, blending discretionary portfolio management with consultative services such as pension consulting and selection of other advisers. Its investment posture is equity‑centric: the firm favors exchange‑traded equities as the primary building block of client portfolios and uses separately managed account (SMA) structures to implement customized equity exposure. Salus does not position itself as an active ESG investor and employs a mix of fee arrangements including a percentage of AUM, hourly engagements and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices