Soltis Investment Advisors, an investment advisory firm in St. George, Utah, announced that it was included among the “401 Top Retirement Plan Advisers” in 2016 by the Financial Times. This is the firm’s second consecutive nomination.
Soltis Investment Advisors is registered with the SEC as a fee-only advisory firm. It has over $1.7 billion in total assets under management making it one of the biggest independently owned wealth management firms within the state of Utah.
Soltis provides comprehensive investment management and financial planning services to families. It also offers investment advice to individuals and retirement plan sponsors.
Reaction of the Firm
Kim Anderson, Soltis’ VP of retirement services, said that since 2012, the company had doubled in size. This growth was attributed to the increase in plans that it serves.
Anderson added that Soltis was dedicated to helping all their clients and employees meet their fiduciary duties and retirement goals respectively. The firm has always been committed to transparency and independence, which allows it to serve its clients and provide unbiased advice.
To be included in the reputable financial times’ list, a firm must hold plan assets worth over $75 million. Furthermore, the plan assets must represent over 25 percent of its total assets under advisement or management.
On top of this, Soltis was evaluated on overall growth in plan AUM and business, expertise and experience, industry certifications, participation rate, and compliance record.
Today, Soltis is one of the first investment advisory firms to complete the Center for Fiduciary Excellence (CEFEX) process. CEFEX is an independent certification process that analyzes the practice processes and trustworthiness of investment fiduciaries.
Richard Blair of Wealth Solutions
According to Crunchbase, Richard Blair is the founder of Wealth Solutions based in Austin, Texas. Blair started the investment advisory company with the sole aim of helping small business owners, families, and individuals make a positive change in their lives.
He offers excellent investment advisory services that touch on all aspects of his clients’ lives from tax returns to retirement planning. From a young age, Blair realized that education was the key to making a positive impact in the lives of people.
In 1994, one year after finishing college, Blair founded Wealth Solutions. He wanted to provide unbiased and objective advice to all his clients. As the firm grew, Blair acquired a lot of knowledge in retirement planning. Today, he offers excellent retirement planning advice that allows his clients to not only plan for but eventually live comfortably in their retirement.