PlanadviserPlan Sponsor Scrutiny Elevates Adviser Businesses 


 November 30, 2016

Tyler Finlinson was quoted in this article on how the new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers. 


 

Creator of Powershares $6.6 billion SPLV ETF Launches Next Generation Low Vol Rotation ETF - Ticker LVHB


October 20, 2016

Elkhorn Investments, LLC, a pioneer of research-based investing and a strategic partner of Barclays, announced today the launch of the Elkhorn Lunt Low Vol/High Beta Tactical ETF (bats:LVHB), a next generation, low-volatility rotation ETF. In addition, Soltis Investment Advisors, a Utah-based RIA, has committed to an initial investment of $50mln in LVHB to enhance their U.S. equity strategy.


 

Local Investment Advisory Firm Named in Financial Times 401 Top Retirement Plan Advisors


October 5, 2016

Soltis Investment Advisors, a fee-only SEC registered investment advisory firm in St. George, announced that it has been named among the 2016 Financial Times “401 Top Retirement Plan Advisers” for the second consecutive year.


 

Brent Moore Named Partner at Soltis Investment Advisors

June 9, 2016

Soltis is pleased to announce that Brent Moore, who joined the firm in 2013, has been named a partner in the firm.


 

Soltis Investment Advisors Holds Fiduciary Training Event for Plan Sponsors

May 27, 216

With more than 200 people in attendance, representing more than 40 companies, Soltis announced that it has teamed up with Ramsey Solutions to provide the "SmartDollar" financial wellness program for plan sponsor clients to make available to employees.


 

  Why Branding is Too Important for Advisors to Ignore

January 29, 2016

Soltis Investment Advisors was cited as an example of a firm that is consistent in articulating its values of being good family stewards and good community citizens.


 

  Soltis Investment Advisors Among Top 150 RIAs

January 27, 2016

Soltis Investment Advisors has been named among the 2016 Top 150 Fee-Only Registered Investment Advisory firms by Financial Planning magazine. It is the only Utah firm included on the list, and one of only three in the Rocky Mountain region. Soltis provides advisory services on more than $1.5 billion for individual and institutional clients.  Continue Reading 


 

Soltis Investment Advisors Opens Salt Lake City Office

October 8, 2015 

Soltis Investment Advisors celebrated the establishment of their Salt Lake City office on Thursday, Oct. 8, 2015 with an open house and ribbon-cutting ceremony. The St. George-based firm, which has experienced rapid growth since its inception in 1993 and now manages or advises on more than $1.5 billion in client assets, serves clients in Utah, along the Wasatch Front and across the country. With the addition of advisors and increase in clients in the Salt Lake City area, the firm decided that the time was right for a local presence.



Financial Times Top 300 RIA Firms 2015

August 24, 2015

Soltis Investment Advisors is named in the Financial Time top 300 RIA Firms for 2015:
Download the Financial Times Top 300 RIA Firms 2015 Pdf


Soltis Investment Advisors Recognized by the Financial Times as a Leading Firm in Retirement Plan Consulting

August 21, 2015 Soltis has been ranked as one of leading Retirement Plan Consults by the NY Financial Times. Soltis’ ranking was influenced by the Financial Times analysis of the amount of assets under management, revenue produced in the firm, quality of practice and other factors.

“We feel honored to be recognized at the national level for the type of work we do for our retirement plan sponsors and participants”, said Kim Anderson, VP of Soltis’ Retirement Plan Services.  “This mention represents the commitment the entire Soltis team has for taking care of our clients. “ Continue Reading



St. George News Article on Soltis Investment Advisors

August 21, 2015

The St George News recently ran an article on our recent recognitions.

We have been named the only Utah company on the 2015 Top 300 Registered Investment Advisor List in which the average company listed manages over $2 billion in assets.

You can read the entire article here:
stgeorgeutah.com/jek-soltis-advisors-named-in-3-national-listings-top-invest


Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

More Information

National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

Our Brochure

Click the image below to view our latest brochure.

Soltis Investment Advisors