FOR PROFESSIONAL AND INSTITUTIONAL INVESTORS ONLY · NOT FOR RETAIL DISTRIBUTION

For investment professionals and institutional investors only. By continuing, you confirm you represent a family office (in any country) or an asset manager or other institution based outside the United States [Compliance to confirm definitions].

GLOBAL EQUITY SCREENS · METHODOLOGY & LICENSING

Screening for economic productivity.

Research-driven screens drawn from global publicly equities, designed to identify businesses whose returns do not depend on subsidy, externalized costs or lawlessness.

For family offices worldwide, and for institutions based outside the United States.

[907]

SOLARI WORLD

[112]

SOLARI SPACE

[38]

SOLARI PRECIOUS METALS

[50]

COUNTRIES

[148]

INDUSTRIES

Constituent counts as of October 2026. Subject to change.

01 · THESIS

Why screen for economic productivity

Cracked, dry earth stretching to the horizon at sunset

Strategic risks

  • Financial coup d’état
  • Central control and misallocation of capital through monetary and fiscal policy
  • Debt-financed growth model in late stages
  • Insufficient transparency and disclosure; material omissions
  • Rapid change driven by technologies such as AI
  • Threats to financial transaction freedom
  • Increased economic dependence on corruption and war
Green tea terraces in morning mist

The opportunity

We seek companies that, in our view, generate a positive return to shareholders and to customers, employees and the broader economy — not highly dependent on government subsidies or on government assumption of expensive externalities, and able to meet demand profitably through normal business cycles.

Dependency on organized crime and warfare threatens the rule of law on which financial assets, markets and liberty rest.

02 · METHODOLOGY

What the screen evaluates

Qualitative, company-by-company research by our team, supported by data and a trusted global network.

CRITERIA

Governance & management

Track record of integrity · relevant experience, expertise and networks · low turnover

CRITERIA

Total Economic Return

Return to investors (free cash flow) · return to the network (customers, employees, suppliers, landowners)

RESOURCES

Data

Third-party data · company disclosure · public sources

RESOURCES

Global network & monitoring

Insights from a trusted network of contacts · re-review on major changes in price, leadership, litigation or practices

TOTAL ECONOMIC RETURN

Solari Investment Screens screens for companies that, in our view, generate a positive Total Economic Return. We assess it in two parts:

  1. Return to investors: a business model with a demonstrated ability to generate free cash flow consistently.
  2. Return to the network: the company’s net impact on everyone its business touches, including customers, employees, suppliers and landowners.

FINANCIAL PERFORMANCE & MONITORING

Financial performance is one factor in our screening process, not the summum bonum, or highest good, in itself.

Once a company is approved, we monitor its share price, and significant price movements can trigger a deeper due-diligence review.

Dependency screens — we identify companies that are not dependent on:

Health mandatesViolations of informed consentPrivate prisonsNon-native radiationFake foods and toxic substancesFinancial fraudAbusive behaviorSecurity exploitationCorporate voyeurism

03 · WORK WITH US

Request a briefing or the Investor Presentation.

The Investor Presentation, methodology documentation and constituent lists are shared with qualified professionals on request.

WHO WE WORK WITH

  • Family offices, wherever they are based.
  • Asset managers and other institutions based outside the United States, including the EU.

A

Screen licensing

Use a Solari screen as an input to your own selection process.

B

Custom screens

Tailored to a family’s mandate, values or regional focus.

C

Methodology briefing

A walkthrough of criteria, data and monitoring with our research team.

Prefer email? Write to investors@solariscreens.com

We will review your request and respond as soon as possible.

I’m interested in
I confirm I represent a family office, or an institution based outside the United States, and agree to the Privacy Policy.*

Trouble with the form? Email us directly at investors@solariscreens.com.

“Be thou diligent to know the state of thy flocks, and look well to thy herds.”

PROVERBS 27:23 · KJV

MISSION

To help investors benefit from identifying companies that generate a positive Total Economic Return — now and for future generations.

VALUES

The Golden RuleIntegrityAbundanceTransparencyRooted in ScriptureSovereignty

INSIGHTS

Latest from Catherine Austin Fitts and the Solari team

No posts

Professional use only. Intended solely for institutional investors and investment professionals as defined in our Terms of Use [Compliance to confirm definitions, e.g. FINRA Rule 2210]. Not for retail distribution.

Compensation. Parvin compensates Solari Investment Screens for its use of Solari Screens, a conflict of interest. Investors may access the screens through Parvin Fund Management (Parvin Hedged Equity Solari World Fund, PHSWX) and Parvin Asset Management (separate accounts). The Fund is distributed by Arbor Court Capital, LLC, member FINRA/SIPC; see the prospectus at parvinfunds.com.

No offer or advice. Solari Investment Screens provides research [confirm registration status]. Nothing herein is an offer, solicitation or recommendation of any security or strategy.

Methodology & data. Assessments are qualitative opinions based on sources believed reliable but not guaranteed. Screening may cause results to differ from unscreened strategies. Thematic screens may be more concentrated. Past performance is not indicative of future results.

© 2026 SOLARI INVESTMENT SCREENS