Soltis Investment Advisors Among Top 150 RIAs

St. George Firm Recognized for Independence and Fiduciary Status

St. George, Utah – January 14, 2016 – Soltis Investment Advisors has been named among the 2016 Top 150 fee-only Registered Investment Advisory firms by Financial Planning magazine. It is the only Utah firm included on the list, and one of only three in the Rocky Mountain region. Soltis manages over $1.5 billion for individual and institutional clients.

“We are honored to be included on the 2016 list and gratified to be recognized based on our independence and fiduciary status as fee-only advisors,” said President and CEO Hal Anderson. “During the past year we continued to serve individuals, families and businesses along the Wasatch Range and recently opened an office in Salt Lake City, to further enhance the service we provide to clients.” 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, 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.

Rankings were compiled based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. The list comprises only independent, fee-only planning firms, excluding firms with broker/dealer and insurance company affiliations as well as those with substantial outside ownership by private equity firms and other outside investors. To capture firms that provide true holistic financial advice to individuals, only firms with 50 percent or more individual clients (per Form ADV) are included.

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