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 and AIF®-Accredited Investment Fiduciary designations with Masters Degrees in business administration, banking, human resources.

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

  • LPL Financial Partnership

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