Transparency
In a financial industry largely driven by sales,
Socius is an ally you can trust.
Socius is an independent multi-family office that advances your interests, manages your affairs, and provides peace of mind.
CLIENT FAMILIES
PROUDLY SERVED
STATES ARE HOME
TO SOCIUS CLIENTS
FASTEST-GROWING
RIA FIRM in the U.S.
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.
About
OUR CLIENTS
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
2605 Nicholson Road, Suite 5140
Sewickley, PA 15143
724.602.2912