Soltis Investment Advisors’ Achievements

Soltis Investment Advisors pic
Soltis Investment Advisors

Listed among America’s Best Financial Advisors by Barron’s, Soltis Investment Advisors obtained independent certification from the Centre for Fiduciary Excellence. The firm was the first investment advisement group to complete the full certification process globally. The achievement represents Soltis Investment Advisors’ ability to execute services utilizing best practices in investment fiduciaries as well as their commitment to integrity.

In addition, the firm ranked in the Financial Times’ National Top 300 Investment Advisor list. The achievement, received in 2015, analyzes growth assets and types under management, staff certifications, compliance records, the length of time in business, and online accessibility. Eligible firms must handle at least $300 million in assets, 75 percent of which cannot fall into the institutional category. Making the list is considered a notable accomplishment in the industry.