A complete list of active advisors currently associated with Soltis Investment Advisors, LLC
Warmer can help you find a great advisor at Soltis Investment Advisors, LLC or one who fits your needs even better.
Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a mix of individual clients (including high-net-worth individuals), institutions, trusts, endowments and retirement plans. The firm reports managing roughly $13 billion in client assets and delivers services that include Investment Policy Statements, portfolio implementation, and sub-advisory relationships as appropriate. The firm’s investment process is built on Modern Portfolio Theory combined with both quantitative screening and qualitative manager due diligence; selections can include ETFs, individual equities, fixed income, structured notes, private placements and other alternative investments. Soltis conducts regular portfolio reviews and reporting, uses Collective Investment Trusts for discretionary retirement-plan management, and may offer performance-based fees to Qualified Clients. Soltis highlights ongoing client communications — quarterly performance reviews, market commentary, client conferences and periodic newsletters — a communications program that is relatively uncommon among large enterprise firms. The brochure also discloses several structural features that distinguish the firm: an affiliated tax-services entity (Soltis Tax Solutions), limited 3(16) plan-administration services for retirement plans, and participation in referral and custodian programs (including Fidelity WAS and Schwab arrangements) with associated referral/endorser agreements described in its disclosures.
To learn more about the advisors currently working at Soltis Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Soltis Investment Advisors, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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