Independently Certified

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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Upcoming Conferences

Soltis 12th Annual Fiduciary Conference

March 26-27th
St. George, UT

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Latest Blog Post

As part of his role on the Government Affairs Committee, Kim Anderson was recently given the opportunity to introduce Senator Orrin Hatch at a meeting for the National Association of Plan Advisors. See some of the pictures below. The press release of Kim and Hal’s appointment to the Gov’t Affairs Committee is included below as... Read more

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