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SOLIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, Utah 84770 A SEC Registered Advisory Firm1FIRM BROCHURE, MARCH 2015 This brochure provides information about the qualifications
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01
Gather all necessary financial information, including your income, expenses, and assets.
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Research and understand the services offered by Soltis Investment Advisors.
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Contact Soltis Investment Advisors to set up an appointment.
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Attend the initial consultation meeting to discuss your financial goals and needs.
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Provide Soltis Investment Advisors with all required documentation and information.
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Collaborate with Soltis Investment Advisors to develop a personalized investment plan.
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Review and sign all necessary documents and agreements.
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Fund your investment account as instructed by Soltis Investment Advisors.
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Stay in regular communication with Soltis Investment Advisors to monitor and adjust your investment strategy as needed.
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Review your investment portfolio and performance periodically with Soltis Investment Advisors.

Who needs soltis investment advisors?

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Individuals who lack the expertise or time to manage their own investments.
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Individuals who have a significant amount of assets and wealth that require professional management.
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Individuals who want a customized investment strategy tailored to their financial goals and risk tolerance.
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Businesses and organizations that need assistance with managing their corporate investments.
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Soltis Investment Advisors is a financial advisory firm that provides investment management services to clients.
Any financial advisory firm or investment advisor that meets certain criteria set forth by regulatory authorities is required to file Soltis Investment Advisors.
To fill out Soltis Investment Advisors, the firm must provide detailed information about its business practices, investment strategies, clients, and financial performance.
The purpose of Soltis Investment Advisors is to provide clients with professional financial advice and investment management services to help them achieve their financial goals.
Soltis Investment Advisors must report information such as assets under management, investment strategies, fee structure, disciplinary history, and conflicts of interest.
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