Summit Investment Management, Ltd. utilizes its proprietary computer driven models to select the stocks and other investments that comprise its portfolios. The Philosophy of Summit Investment Management is to be well diversified and as such has portfolios with many securities in them. Summit has chosen FOLIOfn to conduct its trading and custody services. Their fees are included in the fees listed below. FOLIOfn provides the operations and back office to handle all reporting and custody. FOLIOfn was chosen for their superior technology platform for separate account management. FOLIOfn advisor service is online 24/7. This allows investors to view their individual performance, trades and history at any time.
One Low Fee
Summit has combined its Management Fees and the Custody and Trading expenses of FOLIOfn into one convenient fee of 1.40% (140 basis points) annually. The fee is known as a wrap fee or total fee, and is based on assets under management. Summit's exact management wrap fees are described in Form ADV, Part II and Schedule H of Form ADV.
Qualified investors can open an account with Summit Investment Management, Ltd a variety of ways.
- Contact Summit Investment Management, Ltd toll free at (414)-291-4488
- Click on info@suminvest.com and leave us your name, phone number and convenient time to contact you.
- Click on New Account Opening Process to print out an information form.