Investment Management Service

Secure Your Financial Well Being in the Short and Long Run

Summit was originally founded as a fee only registered investment advisor firm and our core competency is still investment advice. If you are a client just looking to increase the size of your investment portfolio, generate income to help cover your living expenses, or to achieve a specific goal, Summit can help. We can tailor an investment program designed to meet a wide range of different objectives.

Information on the investment portfolios we offer is available on our main investment portfolio pages.

Contact our investment planning advisors for a free consultation.