Investment Portfolios for Individuals, Institutions and Businesses

We like to think of “the Summit” as the point of absolute financial independence, when your investments are more than adequate to cover your annual living expenses based on a lifestyle that you realistically desire.

Given that definition, not everyone will make it to the absolute peak. Summit, as your guide up the mountain, is there to not only help you along the way up, but also make sure that the goal is reasonable based on where you started from.

Some people have an easy path to the Summit but don’t know it. Some will never reach the Summit and need to know what to do about it. It is only after all of this is understood and documented that we can even worry about their investment strategies.

So, while we place importance on investment portfolio strategies, our focus is on using them strategically with every client. What good is a “market-beating strategy” if it’s not appropriate for your particular situation? Each person’s individual circumstance will drive investment positioning. The emphasis is on our investment philosophy – your plan drives your portfolio – and not our “products.” The benchmark we aspire to is the success of your overall plan.

We offer a wide range of investment portfolio strategies and allocations made to fit your individual circumstances.

Growing Plant Symbolizing Increasing Value of Investment Portfolio

Investment Portfolios for Growing Capital

Our All Cap Core 50 and All Cap Core 100 portfolios follow simple, effective investing rules calculated to grow your initial investment.

Daughter and Man Living Off Income from Investment Portfolio at Beach

Investment Portfolios for Income Generation

For individuals who plan to generate income from their investments, our Equity Yield portfolio is an attractive option which may deliver more income than a bond-based portfolio in a very low interest rate environment.

US Treasury Building Representing Bonds for Investing

Bond Investment Portfolios

Those seeking lower volatility and a fixed income stream turn to us for help creating a <a “Bond prices, financial forecasts and other considerations are taken into account when managing bond portfolios” href=”/investmentportfolios/bonds/”>portfolio based on bonds.

Man on Top of Mountain Representing New Vision for Legacy Portfolio Management

Custom and Legacy Portfolio Management

If you have a specific retirement or other goal you plan to meet through your investments, Summit will work with your CPA and Estate Planning team to create a custom portfolio to fit your individual needs.

Hospital Supported by Donations from Deferred Giving Charitable Fund

Charitable Donor Advised Funds

We also assist with the establishment and management of charitable donor advised funds which can oftentimes help to achieve your charitable objectives and preserve your personal wealth.