Plan Sponsor Services
Let us help you manage your wealth today.
Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101
Or Email Us:
20 N Main, Ste 400
St. George, UT 84770
Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101
Soltis provides clients with advice on the selection and monitoring of their investments in their retirement plan as an ERISA Section 3(21) & 3(38) fiduciary.
The Soltis proprietary money management selection and monitoring process, the Investment Management Discipline, was founded on the philosophy that discipline is one of the most essential attributes needed to successfully navigate through both favorable and difficult financial markets. Soltis utilizes a proprietary manager selection due-diligence process that includes both a qualitative and quantitative evaluation. The money manager selection and monitoring process is both a science and art. Based on the selection process, Soltis recommends combinations of managers whose performance and investment style is most consistent with the stated investment objectives and risk profile as determined in our clients Investment Policy Statement.
Top Quartile Management Results:
Managers that meet Soltis’ quantitative and qualitative evaluation criteria join the portfolio team that is developed to accomplish the goals and objectives of each client, established by the Investment Policy Statement. Soltis participates in rigorous on-site due diligence with the various money managers, confirming the research and seeking further qualitative and quantitative data, that either confirms or refutes a specific manager decision. The Soltis Investment Management Discipline has proven to provide “top quartile” performing managers for our clients.