Investment Management
Investing like owners, not traders.
A Philosophy Built on Patience and Conviction
When we invest, we’re not collecting ticker symbols. We’re buying real businesses with products people value, management teams we trust, and competitive advantages that compound over time.
Before we commit a dollar of your capital, we ask ourselves a simple question: Would we be comfortable owning this entire business outright?
That mindset changes everything. It means we dig into the financials, evaluate the competitive landscape, and understand the leadership. We don’t buy a stock because it’s trending or because the chart looks good. We buy it because we believe in the business underneath.
This philosophy aligns with the entrepreneurs and executives we serve. You built your wealth by having conviction and staying the course. You want a team that invests the same way
8 Rules That Guide the Way We Invest
Our Chief Investment Officer, Jimmy Mortimer, shares the principles that shape every investment decision we make on behalf of the families we serve. From buying real businesses to letting winners run, these rules aren’t shortcuts or get-rich-quick tricks. They’re the foundation for how we think about owning companies, managing risk, and staying patient for the long haul.
Public Markets: Core Equities That Compound
Our approach to public equities is grounded in ownership. When we buy a stock, we’re not trading paper. We’re becoming partners in that company, sharing in its future cash flows and growth.
What we look for:
- Fair valuation We don’t chase expensive stocks hoping for momentum. We look for companies priced reasonably relative to their earnings power and growth potential.
- Free cash flow Earnings can be massaged. Headlines can be spun. But the cash a business generates after covering its expenses and investments is hard to fake. We favor companies that produce strong, consistent free cash flow.
- Durable competitive advantages We want to own businesses that have built something hard to replicate, whether that’s a brand, a network effect, a cost structure, or a regulatory moat.
- Management teams who think like owners We look for leaders who treat shareholder capital like their own, avoid waste, and focus on sustainable growth over flashy short-term wins.
Our portfolios typically hold 25 to 35 carefully selected businesses. We know each one well, and we’re prepared to own them through ups and downs. That patience allows real compounding to happen over years, not quarters.
Private Investments: Access With Discipline
For families with significant wealth, public markets are only part of the picture. Private investments, including venture capital and private equity, can offer diversification, higher return potential, and access to opportunities not available on public exchanges.
But private investments also come with trade-offs: illiquidity, longer time horizons, and less transparency. We help clients navigate those trade-offs strategically.
Venture Capital
Many of our clients are entrepreneurs themselves. They have networks, expertise, and an appetite for backing the next generation of founders. We help evaluate opportunities, assess diversification needs, and build exposure through funds or direct investments that align with your strategy.
Private Equity
PE can be a valuable part of a portfolio, but it’s changed. Higher interest rates have made the old playbook harder to execute. We help clients ask the right questions: What is the operational experience of the fund managers? What is the exit path? How long will your capital really be locked up?
Private Credit and Real Assets
Beyond equity, there are opportunities in private lending, real estate, and other cash-flowing assets. These can provide income and diversification while balancing out the illiquidity of venture and PE.
For every private opportunity, we stress-test how it fits into your overall financial plan. Having a strong balance sheet on paper doesn’t matter if everything is locked up when you need flexibility.
The 5-Bucket Framework
We organize wealth across five categories to balance liquidity, growth, and risk:
- Cash Your reserve for near-term needs and opportunities
- Fixed Income Bonds and debt instruments that provide stable income and diversification
- Core Equities Publicly traded companies selected for long-term growth
- Real Estate Tangible assets for income generation and appreciation
- Venture and Private Equity Illiquid investments with the highest return potential
The goal isn’t to maximize any single bucket, it’s to build a structure where each piece supports the others, so you have the freedom to live your life without scrambling when circumstances change.
Let's Talk About Your Portfolio
Whether you’re rethinking your public holdings, evaluating private opportunities, or just want someone to look at the full picture, we’re here for that conversation.
Questions About Investment Management
What is investment management for entrepreneurs?
Investment management for entrepreneurs addresses the unique challenges business owners face: concentrated positions, illiquid holdings, irregular income, and the need to coordinate investments with tax and estate strategies. It’s not just about picking stocks, it’s about building a portfolio that fits your actual life.
How does Solidarity Wealth approach public equities?
We invest like owners, not traders. We look for businesses with strong free cash flow, durable competitive advantages, fair valuations, and leadership teams who act as responsible stewards of capital. Our portfolios typically hold 25 to 35 companies, and we aim to own them for years, not quarters.
Can Solidarity Wealth help with private investments?
Yes. We help clients evaluate venture capital, private equity, and other alternative investments. We assess how these fit into your overall financial plan, help you ask the right questions before committing capital, and monitor how private holdings affect your liquidity and diversification over time.
What is the difference between investing $5 million and $50 million?
Scale changes the game. With significant wealth, you gain access to opportunities unavailable to smaller portfolios: private funds, co-investments, direct deals, and more sophisticated tax strategies. But scale also increases complexity. More assets mean more coordination. Private investments introduce illiquidity. Tax implications multiply. That’s why families with meaningful wealth benefit from a dedicated team that sees the full picture. For a deeper look at how investment strategy changes at different levels of wealth, read our in-depth guide.
Is Solidarity Wealth a fiduciary?
Yes. As a registered investment adviser, we have a legal obligation to act in your best interest. We’re also fee-only, meaning we don’t earn commissions or sell products. Our only compensation comes from the advisory fee you pay directly.