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Soaring Capital Management, LLC

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Soaring Capital Management, LLC

Soaring Capital Management, LLC

Accepts Town Wide Gift Certificates, BANKS/FINANCE

Contact

71 Noroton Ave Darien, CT
203-969-5193
brian@soaringcapitalllc.com
http://soaringcapitalllc.com/

About Us

Soaring Capital Management is a results-driven financial advisory company dedicated to client success in planning, protecting and growing wealth. We abide by the highest fiduciary standards to provide truly independent advice for individuals, trusts, retirement plans, endowment and corporations.

Soaring Capital's Core

• Deliver Highly Customized Client Solutions
• Retirement and Goal Planning
• Exclusive Investment Opportunities
• Tax and Risk Mitigation Strategies
• Long Term Client Partnership
• Financial Peace of Mind

Soaring Capital's Mission

• To deliver optimal financial results
• To dedicate to client success
• To plan, protect and grow client wealth
• To treat every client like family
• To invest with facts over feelings

Investment Advisory Experience

• Over thirty years of institutional investing
• Led over $1billion of capital allocation
• Earned honors economics and advanced finance degrees
• Appeared in Wall Street Journal, Bloomberg
• Gained experience at a firm that was acquired by Forbes Family Trust

What Differentiates Soaring Capital

• We are true fiduciaries and act in the best interest of clients at all times
• We think and act differently and are not afraid to go against the conventional thinking
• We have access to virtually any investment globally
• We do not accept commissions from investment firms or sell products
• We have decades of professional institutional investment and risk management experience
• We invest our own capital alongside our client’s capital
• We have a deep, global network of professional investors who advise and inform us
• We have experience investing across multiple market cycles
• We never stop learning
• We invest with facts over feelings

Founder & Board of Advisors Soaring Capital

Brian F. Moss, CFA, Founder and CEO of Soaring Capital Management, LLC has over 30 years of experience working in professional investing, risk management and alternative investments. He has worked with some of the largest investment firms such as the predecessor to UBS and a group that spun-off from JP Morgan. Additionally, Mr. Moss has worked with prominent US families including an investment firm that was acquired by the Forbes Family Trust. Through the years, he has helped bring unique investment and hedging opportunities to his clients.
Soaring Capital is assisted by two industry professionals to help advise and guide the firm. These individuals make up the firm’s advisory board:
George W. Hebard III (“Georgie”), CFA – Board Advisor, Managing Partner of Ziba Capital
Brian Reich – Board Advisor, Principal and Managing Director of Atrato Consulting (a division of F.L Putnam)