The Oxford Club Members Special Services
As a Pillar One Advisor, Summit Investment Management has a number of special offers that are available only to Oxford Club members. For more information about those benefits please log-in to The Oxford Club and visit Summit’s Pillar One Advisors page.
The Oxford Club Trading Portfolio
Summit is pleased to offer Oxford Club members the opportunity to implement the Trading Portfolio through professionally designed procedures for either a tax-deferred or taxable portfolio.
The minimum account size required to participate is $50,000.
For more detailed information on the rules governing the management of the Trading Portfolio, please see the general rules for Oxford Club accounts.
Enhanced Equity Return
Information on Summit’s Enhanced Equity Return strategy is available to accredited investors only. The minimum investment required to participate in this strategy is $250,000. Accredited investors must meet certain net worth and income limits. Please contact us so we can determine if you are eligible to invest.
Access to Summit’s Investment Programs
All investment programs provided to Oxford Club members are offered as Separately Managed Accounts. Folio Institutional, a third party, world class custodian, holds all invested funds and maintains the accounts. Online account access is available 24/7 through Folio’s website.
