Soltis Investment Advisors Among Top Utah Financial Advisors

St. George Firm Recognized for Size, Quality and Philanthropy

St. George, Utah – April 20, 2016 – Soltis Investment Advisors has been named among the 2016 Top 1200 Financial Advisory firms by Barron’s. It is the only independent Registered Investment Advisor included among the five Utah firms on the list. Soltis provides advisory services on more than $1.5 billion for individual and institutional clients.
“We are honored to be included on the 2016 list,” said President and CEO Hal Anderson. “As independent, fee only advisors, we are proud to serve as fiduciaries for our individual clients, as well as for the businesses for whom we provide 401(k) services, in St. George, Salt Lake City and along the Wasatch Range.”

In addition to providing comprehensive financial planning and investment management services to individuals and families, Soltis offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, all compensation comes directly from clients; no commissions or third-party compensation is ever accepted. As a fiduciary, the firm offers financial advice and investment options driven solely by the client’s best interests, goals and objectives. The firm’s mission is to create, build and manage wealth so clients are free to pursue life’s most important endeavors.

Barron’s rankings are based on the following factors: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah. Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, Soltis does not receive any commissions or third-party compensation. The firm’s fiduciary status provides a legal framework within which clients enjoy professional financial advice and investment options driven by their best interests, goals and objectives. Soltis has been recognized by the Financial Times (top RIA and top Plan Sponsor lists) and Barron’s (the only Utah independent Registered Investment Advisory firm on the 2015 top independent advisors list). Soltis did not pay any compensation in connection with its inclusion in these recognitions, ranking or awards. Soltis, however, in most cases subsequently purchased marketing materials from the respective award sponsor. The firm, founded in 1993, is one of the few in Utah to have been recognized across multiple rankings in multiple years. At Soltis, the mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors. For more information, including the selection criteria for the rankings and recognition by the publications mentioned, visit soltisadvisors.com

Contact

Bryson Despain
Rukkus Strategies
Phone: 435.272.6050
rukkusstrategies.com