“He expertly balances risk and safety, ensuring steady growth while managing uncertainties.”

I've been investing with Jeremy since 2007, and he has been more than an advisor – he's a trusted partner. He expertly balances risk and safety, ensuring steady growth while managing uncertainties. Jeremy and his team are always responsive, committed, and professional. His integrity and personalized approach make him an invaluable advisor. I highly recommend him.

“The very reason I shifted my investments under his advice is because of the trust I came to repose on him.”

I have been guided by Jeremy since 2007, first as an advisor on behalf of large domestic and international FIs and then when he established his own firm. The very reason I shifted my investments under his advice is because of the trust I came to repose on him. This is, on the basis of what I find, his judgment of the balance of risk and returns and the resultant performance.

“They go above and beyond what is expected of Portfolio Advisors.”

Not only is Privus Advisors good at guidance for Investments. But I can vouch from personal experience, that they go above and beyond what is expected of Portfolio Advisors. Keeping in mind the profile of the Investor, this Firm introduces new avenues of investment in such a way so as to support and encourage.

“Their quick thinking & actions have been very profitable for us.”

The team at Privus has been solid, dependable, private, efficient and has helped us understand how investments work, of course we are blessed by their understanding of the market, their quick thinking & actions have been very profitable for us. My father used to say never put your trust in money but rather put your money in trust, and I believe that is what we have done.

“They understood the complexities of investment management, tax, and financial transactions like acquisitions and IPO's.”

I'm an overseas national and used Privus to manage my portfolio of investments in India. I found them to be highly responsive and understood the complexities of investment management, tax, and financial transactions like acquisitions and IPO's. Highly recommend them!

“My portfolio has always been managed with integrity, and aligned with my risk objectives.”

I have been a client of Privus for many years, and have known Jeremy from the time he set up the firm. My portfolio has always been managed with integrity, and aligned with my risk objectives. Jeremy and his team bring strong knowledge and global perspective to their advisory mandate. Happy to recommend Privus as a trusted portfolio advisor.

“Jeremy stands out as someone who really cares about his clients' profits.”

I have been associated with Jeremy since 2008 and there are many reasons for being a loyal client of Privus over so many years. In today’s world where financial advisors are trying to sell products that make good margins for themselves or churning portfolios for the same reasons, Jeremy stands out as someone who really cares about his clients' profits. Secondly, Jeremy and his office go way beyond the scope of their services in a 360 approach to my portfolio. This means they have helped me get very sound advice on a lot of tax-related stuff or even on my Resident / Non-resident status. These are just some of the value-added services that Privus helps me with - that too almost on a 24x7 basis.

“Over time, their services and reporting are only getting better and detailed.”

Jeremy Solomon has been my financial advisor for many years and brings with him a strong background working across various financial companies. Since he started his own firm, I’ve continued using his services without hesitation. His company handles all aspects of investment planning, including estate planning. Over time, their services and reporting are only getting better and detailed. They provide regular updates on client holdings, offer suggestions for adjusting investments, based on expected market trends, and give advice on new opportunities. I receive monthly portfolio reports, market reviews, and a more detailed portfolio review every quarter. They operate fully within state laws and regulations, which adds to my confidence in their work. I’ve always found them to be honest, helpful, and readily available whenever I need assistance.

“His risk-first approach is exactly what every investor needs to ensure long-term stability and peace of mind.”

I’ve known Jeremy since 2007, and over the years he has consistently been genuine, honest, and highly supportive of my financial goals. I completely trust both him and his process. His advice has been invaluable—not only in shaping my investment decisions but also in providing clarity through consolidated reporting that gives me a holistic view of my entire portfolio. His risk-first approach is exactly what every investor needs to ensure long-term stability and peace of mind. I highly recommend his services to anyone seeking reliable, thoughtful financial guidance.

“Jeremy is always there when I call.”

Their monthly reports, quarterly updates, recommendations for investments, responsiveness are all timely and of the best caliber. What I enjoy most is that Jeremy is always there when I call - nights, weekends, holidays. In the ultimate analysis, I need reasonable returns and managed risks - both of which he has delivered. I enjoy working with his team members, and Jaspreet is a gem. All in all, I’m delighted with Privus' services and wish them the best.