Lifestyle portfolios – The Summit Advantage Portfolios
By combining Summit’s proprietary stock selection model portfolio with selective index investing, investors can own highly diversified portfolios cost effectively. Typically, when people are younger and have a longer work life ahead of them, they will invest more aggressively and own more stocks in their portfolio as their longer investment timeframes give them the opportunity to ride out normal market fluctuation. As retirement grows closer and the need for funds approaches, investors increase the amount of bonds in their asset allocation to accomplish their objectives.
The Summit Advantage Portfolios have four asset allocations to meet investor’s needs now and in the future.
- CONSERVATIVE
For investors in or near retirement who have a need for current income - BALANCED
Ideal for investors who wish to be well diversified - GROWTH
For investors seeking both domestic and international stock exposure - AGGRESSIVE
For investors with a longer time horizon, a portfolio of domestic all-cap core balanced with international stocks
The Summit Advantage Portfolios are unique investment solutions tailored to investors seeking to invest $50,000 to $2,000,000. Click here to Invest Now.
View Summit Lifestyle Portfolios
Managed Accounts
We customize portfolios utilizing Summit’s proprietary stock selection process and portfolio management expertise for high net worth individuals, family offices, foundations and institutions. These accounts typically are $500,000 and higher. Please click, I want Summit to customize a portfolio for me to learn more.