Soltis Among Financial Times’ National Top 300 Investment Advisor List
ST. GEORGE, UTAH— Soltis Investment Advisors has been named to the 2015 Top 300 Registered Investment Advisor (RIA) list. This list of elite RIA’s spans nationally with the average company on the list managing over $2 billion in assets.
Financial Times sent applications to companies throughout the country managing a minimum of $300 million in assets. To be selected, companies not only had to meet the minimum qualification, but no more than 75 percent of their total assets could be considered institutional.
“It’s an honor to have been selected,” Soltis CEO Hal Anderson said. “The team here at Soltis hold ourselves to the utmost standards in fiduciary investing when dealing with the management of our clients’ assets.”
Financial times graded the selected financial advising companies on six factors and calculated a numeric score for each advisor at the firms. These factors include: growth of assets under management, years the firm has been in existence, industry certifications of staff, U.S. Securities and Exchange Commission compliance record, and online accessibility.
“We’re very excited to be represented on this list alongside the elite financial advisors in the nation,” Soltis CFO Tyler Wilkinson said. “We hope this recognition reinforces the values we hold as a company in the minds of our clients.”
Soltis Investment Advisors, LLC is a fee only registered investment advisory firm located in St. George and Lehi, Utah with over $1.5 billion in assets under management or assets under advisement. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that ranks among the highest in our industry. At Soltis, our mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors.