"Every asset allocation we create or decision we make, every investment vehicle we choose and each financial plan we craft is driven by that principle."
The Salomon Mikell Group
The Salomon Mikell Group
"Every asset allocation we create or decision we make, every investment vehicle we choose and each financial plan we craft is driven by that principle."
About The Salomon Mikell Group
Welcome
Our approach is simple and straightforward: We put clients first.
Every asset allocation we create and decision we make, every investment vehicle we choose and each financial plan we craft, are driven by that principle.
We employ a listen-first approach, investing time to educate our clients and involve them in the investing process.
Our team comprises experienced traders; we have an intrinsic understanding of the global markets and how they operate, and a familiarity with the range of investment vehicles available.
We serve high-net-worth and sophisticated clients, including business owners and financial professionals, and deliver tailored strategies that address a broad range of financial needs—investment management, lending, mortgages, trust and estate strategies, philanthropic giving and wealth transfer.
The wealth management services we offer are comprehensive, and each relationship is anchored by a long-term, multigenerational vision.
Meet Our Team
Insights
Investing
2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Investing
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Investing
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
Wealth Planning
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read Now
Investing
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read Now
Wealth Planning
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read Now
Investing
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read Now
Investing
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read Now
Investing
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read NowInvesting
2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read NowInvesting
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read NowInvesting
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read NowWealth Planning
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read NowInvesting
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read NowWealth Planning
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read NowInvesting
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read NowInvesting
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read NowInvesting
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.