Contact Us

To Schedule a Free Consultation or Have our Financial Advisors Analyze your Portfolio, Please Use the Form on This Page

5005 W Loomis Rd, Suite 200
Milwaukee, WI 53220

The portfolio managers at Summit Investment Management are always ready to answer your questions. Whether you already have a portfolio and want our opinion on it or have no idea where to start, your can count on expert advice from us. Please do not hesitate to give us a call or fill out the form found on this page. One of our portfolio managers will respond to you soon.