The Oxford Club Members Special Services
As a Pillar One Advisor, Summit Investment Management offers investment management services to Oxford Club members at a substantial discount. For more information about those benefits please log-in to The Oxford Club and visit Summit’s Pillar One Advisors page.
Summit provides planning, guidance and investment management services for individual and institutional clients through Separately Managed Accounts.
We are committed to providing consistently superior services by focusing on everything that matters in your financial life including cash flow, income and protection, taxes, debt management and estate preservation and developing properly purposed investment strategies tailored to the needs of the client.
In addition to our own investment strategies, we offer several Oxford Club – Based Portfolios that can be incorporated into investment strategies for both taxable and qualified (tax-deferred) accounts.
YOUR EXCLUSIVE PILLAR ONE BENEFITS
All Oxford Club Members are eligible to receive:
A 25% reduction in management fees for our planning, oversight and investment management services, and;
50% off management fees (that’s just .70% annually including trading costs) on Oxford Club–Based Communique Trading, Ten-Baggers of Tomorrow or Compound Income Portfolios with a $50,000 minimum investment.
Chairman’s Circle Members receive:
A 35% reduction in management fees for Summit’s for our planning, oversight and investment management services
50% off management fees (that’s just .70% annually including trading costs) on Oxford Club–Based Communique Trading, Ten-Baggers of Tomorrow or Compound Income Portfolios with a $50,000 minimum investment.
Access to Summit’s Investment Programs
All investment programs provided to Oxford Club members are offered as Separately Managed Accounts. Folio Financial, Inc., a Goldman Sachs Company provides third party, custodian services and maintains the accounts. Online account access is available 24/7 through the Folio Client website.
Clients will also be provided access to their own Summit Investment Management portal which allows them to track their investments and share documents securely
