Soltis Investment Advisors Recognized by the Financial Times as one of the nation’s leading Registered Investment Advisors

ST. GEORGE, UTAH – Soltis has been ranked as one of leading Investment Advisors by the NY Financial Times. Soltis’ ranking was influenced by the Financial Times analysis of the amount of assets under management, revenue produced in the firm, quality of practice and other factors.

“We feel honored to be recognized at the national level for the type of work we do”, said Hal Anderson, CEO/President of Soltis Investment Advisors. “This mention represents the commitment the entire Soltis team has for taking care of our clients. “

Each year the Financial Times helps shine light on America’s best advisors throughout the country based on their criteria. This ranking highlights the top advisors that continue to be leaders in the industry due to their expertise and business models.

Other considered factors include a regulatory record and specific areas of expertise. However, investment performance isn’t an explicit component because not all advisors have audited results.

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