Derives from the Greek "sozo" and "soterian," from which SOS was derived. Means "bring... safely, ensure salvation, do or make well, preserve, recover, restore, to save."
We have a passion for producing strong financial results with the fewest unexpected consequences possible.
Each member of our team brings a special perspective and a unique skill set to money management, which, when combined, create a powerful dynamic for our clients.
Our passion is to get you the results you want with the fewest unexpected consequences possible. We are the anti-robo-advisors.We collaborate with you to anticipate and manage life's myriad transitions.
Our mission

The SAOS Capital team is dedicated to offering world-class financial advice, fostering long-term relationships based on integrity, honesty, and personalized service to help clients achieve their financial and personal goals.
How we work

SAOS Capital is a Registered Investment Advisory (RIA) firm offering fiduciary, fee-based services based on assets under management. With Fidelity Investments as custodian, clients' funds are protected by SIPC insurance and additional $1 billion coverage. SAOS Capital provides access to global markets, including currencies, commodities, bonds, and other investment opportunities.