Estancia Capital Partners

Soltis Investment Advisors is an SEC-registered investment advisory and wealth management firm dedicated to providing financial security and personal freedom to both individual and institutional investors. The firm employs a unique and proprietary process of investment analysis aimed at eliminating conflicts of interest. Soltis offers a range of services, including wealth management and comprehensive financial planning tailored for individuals and families. Additionally, the firm provides investment advice and plan consultation specifically designed for retirement plans, catering to successful small to medium-sized businesses. Soltis operates independently, ensuring that its services are free from third-party influences.

Flagstone is a developer of a cash deposit platform that offers clients easy and secure access to a wide range of savings accounts from multiple banks. By consolidating numerous deposit accounts into a single application, Flagstone enables users to earn competitive interest rates while minimizing risk through diversification. The platform provides not only access to various deposit accounts and fixed-term products but also issues monthly statements, allowing clients to manage their finances effectively. The company's focus on safety and simplicity empowers users to maximize their interest income while ensuring their funds are well-protected.

InvestorCOM is a provider of financial technology and outsourcing services for banks, asset managers, insurance companies, and investment dealers. The company develops regulatory compliance software for wealth managers, asset managers and insurers, supporting secure, timely delivery of digital and print communications and helping firms maintain reliable disclosure, record-keeping, and compliance with evolving regulatory requirements.

Redwood Investments, LLC is an employee-owned investment manager based in Newton, Massachusetts, founded in 2004. The firm primarily serves high net worth individuals, as well as institutional clients, including investment companies, pension plans, charitable organizations, and corporations. Redwood specializes in managing client-focused equity portfolios across global public markets, investing in a diverse range of growth, blend, and value stocks from small-cap, mid-cap, and large-cap companies. Its investment strategy involves a combination of quantitative and fundamental analysis, employing a bottom-up stock picking approach. The firm also offers Sustainable Investing strategies that incorporate environmental, social, and corporate governance factors. Redwood's experienced portfolio management team is dedicated to delivering superior investment performance and attentive client service.