Expanding Investment Focus Soltis Investment Advisors has demonstrated an active investment strategy by increasing stakes in assets like Manhattan Bridge Capital and Innovator U.S. ETFs, indicating a dynamic approach to asset management that may benefit from specialized investment products and tailored solutions.

Growth through Mergers With the recent appointment of a new head of Mergers & Acquisitions, Jeffrey Harris, Soltis is positioning itself for strategic growth, creating potential partnership opportunities with firms seeking to collaborate on mergers or expand their investment capabilities.

High Asset Under Management Managing over $10 billion in client assets, Soltis offers an extensive client base and significant market presence, presenting opportunities for premium financial products, advisory services, and personalized wealth management solutions for high-net-worth individuals.

Independence and Integrity As a fee-only advisory firm committed to conflict-free advice, Soltis values independence that appeals to clients prioritizing transparency and trust, making it a strategic partner for advanced financial technology solutions and compliance services.

Potential for Custom Solutions Given their focus on comprehensive financial planning for individuals, families, and small to medium-sized businesses, there is potential to offer tailored financial software, planning tools, or specialized investment products designed for personalized and institutional clients.