For investment and wealth management needs, Bank of American Fork has a referral agreement with Soltis Investment Advisors, one of Utah's premier investment advisory firms.
The Soltis team describes their services as follows:
"Soltis Investment Advisors, LLC is an independent fee-only registered investment advisory firm with offices in Northern and Southern Utah. Our independent approach allows us to take a fiduciary role with both individual and institutional clients. This empowers us to recommend and provide solutions driven by the best interest of our clients and leads to the highest levels of accountability and transparency in our industry."
Investment Advisory Services are offered through Soltis Investment Advisors, an SEC-registered investment advisory firm. Bank of American Fork and Soltis Investment Advisors are unaffiliated, independent companies. Bank of American Fork and Soltis Investment Advisors have a compensated referral arrangement. Investments offered through Soltis Investment Advisors ARE NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY GOVERNMENTAL AGENCY, NOT GUARANTEED BY THE BANK, AND MAY GO DOWN IN VALUE.