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:
wealth@soltisadvisors.com

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101

 

Plan Vendor Selection

Our independence allows Plan Sponsors to leverage our knowledge and expertise in selecting and monitoring Plan Service Providers.  Soltis provides the Fiduciary with a documented process for the selection and ongoing monitoring of vendors for Defined Contribution, Profit Sharing, Defined Benefit, and Non-Qualified Plan Providers. Plan Sponsors hire Soltis to conduct Request for Proposals (RFP) and searches for Plan Vendors. The objectives and priorities of the Plan Sponsor are evaluated and utilized to select leading Plan Providers for the Request for Proposal.

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.

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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

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Soltis Investment Advisors