Our experienced team is well-versed in the area of investments and will work specifically with clients to provide a tailored portfolio designed to meet their needs and objectives.
Summit has thoughtfully and diligently built a team specifically designed to provide clients with a best in class level of personalized service. Our team of professionals is comprised of CFA®- Chartered Financial Analyst, AIF®-Accredited Investment Fiduciary, ChFC®-Chartered Financial Consultant and CPA- Certified Public Accountant designations with Masters Degrees in business administration, banking, human resources, and financial planning certificate from Boston University.
Investment Advice and Management including, but not limited to:
Fiduciary Advisory Services
Fixed Income Analysis and Trading
Separately Managed Accounts
Institutional Mutual Funds and ETFs
Asset Allocation
Passive and Active Trading
Research Services including, but not limited to:
Access to internal portfolio managers and financial planners
Summit Financial Investment Committee
