Who We Serve

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

 

Trusts, Trustees & Beneficiaries

How do you know that the assets invested inside of a trust are receiving independent and unbiased advice that will create value for the beneficiaries and assist the trustee in accomplishing the mandate of the trust? As a trust grantor or beneficiary you want to know that an advisor with your best interest in mind is implementing the investment plan on the trust assets.

At Soltis, we team up with third party administrators who act as the administrative trustee, while we act as your investment and financial advisor. This allows you to work directly with us as your independent advisor to ensure that you receive the level of service and unbiased advice that you desire.

Furthermore, we will work in a collaborative team with your accountant and other advisors to ensure that the trust is operated in accordance with both federal and state income tax laws and state trust laws that determine how corpus and income can be utilized and distributed. We will also establish an Investment Policy Statement for the assets in the trust which clearly outlines the acceptable levels of risk and expected returns over the long-term.

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