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Advisors Team Up For New Wealth Firm

Vanessa Doctor

26 July 2011

Financial Perspectives and Solari Investment Advisory Services have teamed up to create a new entity that targets families looking to build and preserve their wealth.

Sea Lane Advisory, the new firm, is a registered investment advisor under the Securities Regulation Division of the California Department of Corporations. Catherine Austin Fitts, a managing member of Solari, and Charles Gibson, president of Financial Perspectives, co-chair the company's investment committee.

The opening of Sea Lane comes alongside the launch of the Tradewinds portfolio, which looks to protect investments against such risk factors as the devaluation of the dollar, a rebalancing global economy, changing governance systems and traditional investment risk, the firm says. The minimum account size is $250,000.

Sea Lane Advisory is based in California but the company says it will expand into other regions where it has at least five clients.