Summit Investment Advantage

Our clients benefit from our 40 years experience advising thousands of high-net-worth clients where we have identified best practices, ideas and strategies to help them integrate their wealth and life goals.
Summit’s Investment Committee is comprised of 14 senior firm leaders with advanced degrees and certificates (CFA, CFP®, Tax and Accounting Specialists, & MBA), and an average of 25 years of investment experience per member.

Summit is a privately-owned, independent firm that specializes in consulting with high-net-worth clients. We do not manufacture investments or market proprietary products. Our open architecture enables us to provide objective investment advice and deliver best-of-breed managers, strategies and products.

Representative Manager Lineup includes: Vanguard, BlackRock, PIMCO, Blackstone, Goldman Sachs

By utilizing tax location, tax-free, tax-efficient, tax-deferred, and tax-loss harvesting strategies, we can often lower the income and capital gains taxes on our client’s portfolios.

The asset allocation and fee decisions made by our 14-person Investment Committee are leveraged across our Managed Portfolio platform to the benefit of all our participating clients.

Through the skillful blending of passive and active investment management, we often have the ability to reduce our clients’ investment management fees.

Our disciplined global multi-asset class allocation methodology, incorporating hedging, tactical allocation, and alternative (private equity and credit) asset strategies is designed to reduce our client’s investment portfolio volatility and investment losses.