Our Name

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

 

Code of Ethics

Since the founding of Soltis Investment Advisors, the commitment to create a money management business that is built upon a non-conflict of interest foundation has been the objective of the principals. Having made much progress toward this objective, the employees of Soltis Investment Advisors have adopted the following Code of Ethics, which reflects the mission of Soltis. The development and institution of this Code of Ethics are paramount to the way Soltis conducts business.

Please download and read Soltis’ full Code of Ethics:

Code of Ethics and Statement on Personal Investing and Insider Trading

ADV Form

Soltis Investment Advisors Form ADV:

To view our ADV brochure, please click here.

 

 

Privacy Policy

Soltis Investment Advisors, Inc. (Soltis) is committed to respecting the individual privacy of our clients. Safeguarding the privacy and confidentiality of client information is one of our firm’s highest priorities with regard to fiduciary duty. In accordance with the Security and Exchange Commission (SEC) requirements, Soltis is providing this notice to assist clients in understanding our policies and procedures regarding personal information.

Click here to read the entire Privacy Policy

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