At Summit Investment Management, Ltd. we employ our proprietary quantitative model to select stocks with the highest near term appreciation potential. Our process uses constantly updated fundamental and technical information to keep you invested in the best stocks of good companies.

Using highly diversified portfolios, our seasoned managers seek to deliver superior investment returns using scientific and quantitative analysis. This disciplined approach removes emotions from investing during volatile and unpredictable markets.

Over the last 5 years, the returns of our portfolios
have significantly beaten the indexes.

The Summit All Cap Core 50 has returned 22.7% per year versus 13.4% for the Russell 1000 index.

Net Returns view disclosure

Why Use Summit Investment Management?

• Experience
  • The Portfolio Managers at Summit have over 80 years of collective investment expertise. This experience has taught us that reported earnings are just a starting point, what really drives stock market value is cashflow. We utilize cashflows, adjusted for accounting, financing and taxes and divide by the current market value of invested capital to get a real return on investment.
• Quality
  • High quality stocks are selected based on attractive valuation (cashflow based), risk/reward parameters, stock price momentum and profit margin momentum. We avoid stocks with high levels of indebtedness and illiquid securities.
• Performance
  • Summit's proprietary computer-driven stock selection model has significantly outperformed the market since inception, investing real money for real people like you.
• Lower Risk
  • Highly diversified portfolio amongst many different industries and companies. Our equally weighted portfolios have achieved excess returns from both stock selection and industry sector allocations.
• Great Value
  • By combining Summit's proprietary stock selection and portfolio management techniques with FOLIOfn's low annual fee, investors can cost effectively meet their retirement goals.
• Confidence
  • Our scientific approach removes the emotion from investing in volatile and uncertain markets. Portfolios are frequently updated to take profits and reinvest in stocks ranked for highest upside potential.

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