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Soltis Investment Advisors Continues Foundation Investment Work

Utah Tech University logoUtah Tech University
Document date
Mar 5, 2021

The 30-second brief

What it covers

Dixie State University’s Finance/Investment Committee reported ongoing work with Soltis Investment Advisors for the University Foundation. The minutes did not disclose the engagement amount or term.

Who holds it

Soltis Investment Advisors holds this financial services contract with Utah Tech University. Its other public contracts on record include work for Southern Utah University and Utah Office of the State Treasurer | State of Utah.

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Contract details

Contract type
Financial Services
Document date
March 5, 2021
Vendor
Soltis Investment Advisors
Agency
Utah Tech University
Source document
Dixie State University Minutes Board of Trustees Meeting March 5, 2021 (Minutes)

Soltis Investment Advisors's other public contracts

Southern Utah University, UtahSUU Highlights Ongoing Investment Advisory Work with Soltis · Mar 27, 2026UndisclosedUtah Office of the State Treasurer | State of Utah, UtahSoltis Investment Adviser List Updated · Sep 18, 2025UndisclosedUtah State Money Management Council | State of Utah, UtahSoltis Investment Adviser Listing Updated · Jun 30, 2025UndisclosedSouthern Utah University, UtahSUU Investment Report Lists Soltis Advisory Assets · Mar 15, 2024UndisclosedAll Soltis Investment Advisors contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Utah Tech University?

Soltis Investment Advisors was awarded this financial services contract by Utah Tech University, as recorded on March 5, 2021.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Dixie State University Minutes Board of Trustees Meeting March 5, 2021 (Minutes), dated March 5, 2021 from Utah Tech University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Soltis Investment Advisors hold?

Soltis Investment Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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