Soltis Investment Advisors

Firm Profile

Soltis Investment Advisors, LLC is a fee-only SEC registered investment advisory firm serving institutional retirement plans and individuals since 1993. Soltis takes a fiduciary role acting in the best interest of clients interests. Our Mission Statement is to “create, build, and manage wealth so our clients are free to pursue life’s most important endeavors.” Soltis is a CEFEX Certified advisory firm and committed to provide the highest level of service to our clientele.

KEY CONTACTS
Hal G. Anderson, (435) 674-1600, hal@soltisadvisors.com
Kim Anderson, (435) 674-1600, kim@soltisadvisors.com
Tyler Finlinson, (435) 674-1600, tfinlinson@soltisadvisors.com
Clark Taylor, (435) 674-1600, clark@soltisadvisors.com

WEBSITE
www.SoltisAdvisors.com

PRIMARY MARKET(S) SERVED
• Micro – (< $1 million) • Small - ($1 million - $10 million) • Mid - ($10 million - $100 million) • Large - ($100 million - $250 million) OPTIONS AVAILABLE
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• Plan sponsor fiduciary training

19 home office employees supporting the retirement business