True Financial

Transparency

In a financial industry largely driven by sales,
Socius is an ally you can trust.

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Fierce Advocates, Frank Advisors

Socius is an independent multi-family office that advances your interests, manages your affairs, and provides peace of mind.

54

COLLECTIVE YEARS
OF EXPERIENCE

as professionally licensed advisors

$350

MILLION IN
ASSETS

under advisement

105

INDIVIDUALS & FAMILIES
PROUDLY SERVED

across the country

0

CONFLICTS OF
INTEREST

for unbiased stewardship

102

CLIENT FAMILIES
PROUDLY SERVED

24

STATES ARE HOME
TO SOCIUS CLIENTS

36th

FASTEST-GROWING
RIA FIRM in the U.S.

95%

CLIENT ASSET
RETENTION RATE

102

CLIENT FAMILIES
PROUDLY SERVED

24

STATES ARE HOME
TO SOCIUS CLIENTS

36th

FASTEST-GROWING
RIA FIRM in the U.S.

95%

CLIENT ASSET
RETENTION RATE

WITH OFFICES IN

FLORIDA & PENNSYLVANIA

AND CLIENTS ACROSS THE USA

A SINGLE POINT-OF-CONTACT FOR YOUR FINANCIAL LIFE.

Let your wealth enrich your life instead of complicating it–Socius manages all your financial affairs.

EVIDENCE-BASED, DATA-DRIVEN INVESTING.

Secure peace of mind in markets good and bad—Socius builds portfolios around your needs and desires.

UNBIASED INSIGHT INTO ALL YOUR FINANCES.

Get a second opinion on your financial health—Socius aims to uncover savings worth 10x our fee, or your audit is free.

Read More About Socius

“Your Vision Becomes Our Commitment”

About

OUR CLIENTS

A  family had invested the majority of their assets at a large Wall Street private bank. Through our analysis we revealed that hidden fees were costing the family an additional two percent (2%) per year, allowing the bank to earn almost double what the family thought they were paying them. The family had no idea that hidden fees in various types of funds and structured investments are not visible on monthly statements and are not tax deductible. Through the use of different investment managers and fund structures, we improved transparency and were able to reduce fees by one percent (1%) annually.

– Case Study 1

Talk to Socius Today

SCHEDULE YOUR

FIRST MEETING

WITH OUR TEAM

You will learn how Socius can simplify and support your financial life with clarity, transparency, and stewardship.

Talk to Socius Today

SCHEDULE YOUR

FIRST MEETING

WITH OUR TEAM.

You will learn how Socius can simplify and support your financial life with clarity, transparency, and stewardship.

OUR INFO

Southeast Office
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL 33301
561.404.0484

Northeast Office
4500 Brooktree Road, Suite 105
Wexford, PA 15090
724.602.2912