by soltisadmin | Feb 3, 2020 | CIO Updates, Press Releases
February 3, 2019 Soltis Investment Advisors has been serving clients nationwide from its offices in Salt Lake City and St. George Utah since 1993. The investment firm is now expanding its presence in the Dallas/Fort Worth area with additional staff and a new office...
by soltisadmin | Feb 4, 2020 | CIO Updates, Press Releases
ST GEORGE, UT — Soltis Investment Advisors (Soltis) partner, Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB), marks its third consecutive year of outperforming the S&P 500 Index over the respective period. Lunt Capital and the Innovator’s Fund provides a U.S....
by soltisadmin | Nov 22, 2019 | CIO Updates
Audio and Presentation from Soltis Economic and Market Update. November 21, 2019 View and download recording here
by soltisadmin | Sep 12, 2019 | CIO Updates, Press Releases
NEWS RELEASE For Immediate Release Contact: Brent Moore 800-735-1601 brent@soltisadvisors.com OR Bryson Despain 435-272-6050 bryson@rukkusstrategies.com September 9, 2019 Soltis Advisors to Open Office in Seattle Area BELLEVUE, WA — Soltis Investment Advisors has been...
by soltisadmin | Apr 1, 2019 | CIO Updates
At Soltis, we work with a number of wealthy families. While some of their needs are the same as those faced by all of our clients – portfolio construction and management, tax planning, estate planning, etc. – we also help them with legacy planning. Legacy planning can...
by soltisadmin | Apr 1, 2019 | CIO Updates
For a lot of people, retirement planning is one of those subjects that seems dry and overwhelming at the same time. Clients come to us with a lot of questions about how they can become financially secure after they quit working. They want to enjoy their retirement,...
