Estancia Capital Partners

Soltis Investment Advisors is an SEC-registered investment advisory and wealth management firm that aims to provide financial security and personal freedom to both individual and institutional investors. The firm employs a proprietary process of investment analysis designed to eliminate conflicts of interest. It offers a range of services, including wealth management and comprehensive financial planning for individuals and families. Additionally, Soltis provides investment advice and plan consultation specifically tailored for retirement plans of small to medium-sized businesses, ensuring that its services remain independent of any third-party relationships.

Flagstone is a developer of a cash deposit platform that offers clients a streamlined way to access a variety of savings accounts from multiple banks. Through a single application, users can explore hundreds of deposit accounts, fixed-term products, and receive monthly statements. The platform is designed to provide safe and simple access to exclusive, market-leading interest rates, allowing clients to maximize their interest income while minimizing risk through diversification.

REDWOOD INVESTMENTS, an independent investment management boutique, specializes in managing Large and Small Capitalization Equity portfolios for institutional, foundation, endowment and private clients. Redwood also offers Sustainable Investing strategies that incorporate environmental, social and corporate governance (ESG) factors with traditional investment analysis. Portfolios are managed by an experienced investment team utilizing a sophisticated investment process. The portfolio management team employs a disciplined, fundamentally driven stock selection process which integrates in-depth bottom-up equity research informed by proprietary quantitative tools and an advanced portfolio optimization construction system – all aimed at delivering superior and consistent investment performance. In addition, Redwood’s entrepreneurial employee-owners aspire to deliver highly attentive client service.