Solitude Canyon Investment Advisors, LLC

Overview

Solitude Canyon Investment Advisors, LLC is an independent, owner-operated registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and small institutions. The firm runs a fee schedule that includes a percentage of AUM as well as hourly and fixed-fee arrangements, and it delivers customized portfolios primarily through separately managed account structures. Investment activity is tilted toward publicly traded equities — exchange-traded stocks and ETFs make up the bulk of client assets — with discretionary mandates that allow the firm to implement tactical and strategic equity exposures. The firm is not identified as an active ESG investor and operates from a single-state, single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices