Alba Gonzalez

Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services

Profit Investments initiates the research process with their in-house proprietary screening model— Profit Investments Style —which is most similar to the GARP investment style. The firm utilizes a valuation-sensitive growth investing style. They look to own quality companies trading at a discount, that have a catalyst to help them reach their intrinsic value after a rigorous evaluation process. That evaluation process blends bottoms-up analysis, quantitative and qualitative analysis and risk-control guidelines. Profit Investments believes that a sell discipline is just as important as a buy discipline. The paramount reasons are a stock reaching their price target or management changing strategy so that the original investment thesis that they used to buy the stock is no longer accurate.

SOL Capital generally invests in a combination of actively managed mutual funds, index and passively managed funds, and ETFs. They will add individual equities to portfolios of clients who want more concentration, volatility, or both. The firm’s focus is on mutual funds so manager selection is a top priority.

Functions as a College/University

Provides investment advice

Provides wealth management solutions and consulting services to independent advisors