12/20/2023 0 Comments Ut planner plusThe firm works mostly with individuals, the majority of whom are not high-net-worth. This is a conflict of interest, but all advisors must act in the best interest of the client when serving as an advisor. These are both outlined in a client's investment policy statement, the creation of which is the first step in a client's investment management process.Īlta Capital Management is a fee-based firm, as some employees are also broker-dealers, meaning they can earn commissions. Soltis aims to identify investment opportunities that most closely align with clients' objectives and risk tolerance. Quantitative evaluation uses computer databases and securities pricing services to analyze performance, while qualitative evaluation involves looking at the education, experience and performance of money managers. Soltis Investment Advisors applies both quantitative and qualitative methods of analysis when selecting a manager or stock. Soltis Investment Advisors Investment Philosophy In 2017, Soltis ranked on Barron's and Financial Times' lists of the top financial advisors in the country. In addition to this certification, Soltis has earned a number of awards. This includes a review of a client's investment goals and objectives, the recommendation of an appropriate asset allocation and investment selection, financial planning and consulting services and pension/401(k) consulting advisory services.Īs a firm, Soltis has earned a certification from the independent, globally recognized Centre for Fiduciary Excellence (CEFEX), which demonstrates a firm's adherence to strict fiduciary standards. Soltis refers to the bundle of advisory services it provides to clients as The Investment Management Discipline. The firm is currently owned by Soltis, Inc. Soltis Investment Advisors’ roots date back to 1993, when its predecessor, Smith Henderson and Associates, was formed. The majority of the firm’s clients are individuals and high-net-worth individuals, but it also serves institutions, corporations, endowments, charitable organizations, foundations, pension plans and 401(k) plans. Soltis generally requires clients to maintain an account size of at least $750,000. Its staff includes such advisory certifications as certified financial planner (CFP), certified investment management analyst (CIMA), chartered financial analyst (CFA) and accredited investment fiduciary (AIF). The top-ranking firm on our list is Soltis Investment Advisors, a firm located in St. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Utah, we first identified all firms registered with the SEC in the state. Minimum AssetsVaries based on account type Publication of periodicals or newsletters.Selection of other advisors (including private fund managers).
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