We are committed to providing consistent investment management services that seek to achieve strong performance results in order to help our clients meet their financial objectives. Summit provides customized 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. 

Asset allocation is a proven strategy to invest in a range of stock and bond allocations to match an investor’s risk profile. We will work with you to develop an asset allocation tailored for your personal financial circumstances. Factors to consider include: your age, personal investing experience, financial situation and investment goals. Your account will utilize diversification, a portfolio strategy designed to reduce exposure to risk by combining a variety of investments such as stocks, bonds and cash which are unlikely to all move in the same direction. The goal of diversification is to reduce the risk in a portfolio. 

Our team will continually monitor and update your portfolios to maintain diversification and strive to own the securities with the highest near term appreciation potential. We screen over 5,000 companies, analyzing many data points to determine stocks we want to own. This computer driven strategy has been developed over many years of disciplined investing. 

Summit began its quantitatively managed portfolios in late 2002.  These portfolios are broadly diversified, comprised of either 50 or 100 individual stocks. Stocks are chosen using Summit’s fundamentally based strategies and overseen by experienced money managers. Our portfolios own both growth and value stocks.

To open a separately managed account, please contact us.