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SREI Group selects Saxony Securities and Saxony Capital Management
TelAve News/10879654
PHOENIX - TelAve -- Today, Solomon Real Estate Investment Group (SREI Group) announced the affiliation with Saxony Securities, Inc., a leading independent broker-dealer, and Saxony Capital Management LLC., an SEC Registered Investment Advisor, respected firms dedicated to empowering financial advisors with innovative tools and unparalleled support. This association aligns SREI Group's expertise in alternative private-market investments and tax-efficient real estate solutions with Saxony's robust platform, thereby enhancing opportunities for clients nationwide.
Kenneth Millar, Principal Managing Partner, brings over two decades of experience in securities, real estate, and wealth management to Saxony Securities. As a Registered Representative and Investment Advisor Representative, Millar specializes in Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones (QOZs), 1031 exchanges, and creative financing strategies. His proven track record in delivering customized, high-yield investment solutions positions him to drive growth and innovation within Saxony's network of independent advisors. Kenneth is also an Arizona Designated Real Estate Broker and Licensed Life Insurance Producer.
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"Joining forces with Saxony Securities marks an exciting chapter for SREI Group and our commitment to client-centric wealth creation," said Kenneth Millar. "Saxony's state-of-the-art technology, clearing capabilities through Pershing LLC, and focus on advisor autonomy perfectly complement our private market investment offerings. Together, we're poised to provide even greater value to investors seeking diversified, tax-advantaged portfolios in today's dynamic market."
About SREI Group Solomon Real Estate Investment Group (SREI Group) is an independent investment and wealth management firm specializing in alternative private market strategies, including tax-efficient real estate solutions such as DSTs, QOZs, and 1031 exchanges. Led by Principal Managing Partner Kenneth Millar, SREI Group delivers tailored opportunities designed to optimize returns and mitigate risks for sophisticated investors. Securities offered through Saxony Securities, Inc.
About Saxony Securities, Inc. Saxony Securities, Inc. is a privately held independent broker-dealer firm in the Midwest, with corporate offices in St. Louis, Missouri. The firm provides a comprehensive suite of services to independent financial advisors, including access to advanced technology platforms like NetX360®, clearing through Pershing LLC (a BNY Mellon company), and a wide array of investment products. Committed to the highest standards of integrity and client service, Saxony empowers advisors to focus on what they do best: building lasting relationships and delivering personalized financial guidance. Member FINRA/SIPC.
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Disclosure:
Solomon Real Estate Investment Group (SREI Group) is independent of Saxony Securities, Inc. For more information about Saxony Securities, Inc.'s role as a Broker-Dealer and its services, please see its Form CRS at this link https://files.brokercheck.finra.org/crs_115547.pdf.
Investment advisory services are offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. For more information, https://adviserinfo.sec.gov/firm/summary/122692.
Kenneth Millar, Principal Managing Partner, brings over two decades of experience in securities, real estate, and wealth management to Saxony Securities. As a Registered Representative and Investment Advisor Representative, Millar specializes in Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones (QOZs), 1031 exchanges, and creative financing strategies. His proven track record in delivering customized, high-yield investment solutions positions him to drive growth and innovation within Saxony's network of independent advisors. Kenneth is also an Arizona Designated Real Estate Broker and Licensed Life Insurance Producer.
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"Joining forces with Saxony Securities marks an exciting chapter for SREI Group and our commitment to client-centric wealth creation," said Kenneth Millar. "Saxony's state-of-the-art technology, clearing capabilities through Pershing LLC, and focus on advisor autonomy perfectly complement our private market investment offerings. Together, we're poised to provide even greater value to investors seeking diversified, tax-advantaged portfolios in today's dynamic market."
About SREI Group Solomon Real Estate Investment Group (SREI Group) is an independent investment and wealth management firm specializing in alternative private market strategies, including tax-efficient real estate solutions such as DSTs, QOZs, and 1031 exchanges. Led by Principal Managing Partner Kenneth Millar, SREI Group delivers tailored opportunities designed to optimize returns and mitigate risks for sophisticated investors. Securities offered through Saxony Securities, Inc.
About Saxony Securities, Inc. Saxony Securities, Inc. is a privately held independent broker-dealer firm in the Midwest, with corporate offices in St. Louis, Missouri. The firm provides a comprehensive suite of services to independent financial advisors, including access to advanced technology platforms like NetX360®, clearing through Pershing LLC (a BNY Mellon company), and a wide array of investment products. Committed to the highest standards of integrity and client service, Saxony empowers advisors to focus on what they do best: building lasting relationships and delivering personalized financial guidance. Member FINRA/SIPC.
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Disclosure:
Solomon Real Estate Investment Group (SREI Group) is independent of Saxony Securities, Inc. For more information about Saxony Securities, Inc.'s role as a Broker-Dealer and its services, please see its Form CRS at this link https://files.brokercheck.finra.org/crs_115547.pdf.
Investment advisory services are offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. For more information, https://adviserinfo.sec.gov/firm/summary/122692.
Source: SREI Group
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