INVESTMENT APPROACH

Creating Your Personalized Investment Solution

 

We provide an unbiased and approach to investment style, strategy, and product as we create tax-efficient, global, multi-asset portfolios, all while coordinating investments with current estate or retirement plans.

INVESTMENT APPROACH

Creating Your Personalized Investment Solution
 

We provide an unbiased and approach to investment style, strategy, and product as we create tax-efficient, global, multi-asset portfolios, all while coordinating investments with current estate or retirement plans.

Our Investment Approach

We sit on the same side of the table as our clients, never pushing products for the sake of fees.

Our advisors work hand-in-hand with our investment committee to build portfolios that truly align with each client’s situation, objectives, and tolerance for risk through our 6-step investment process:

1.

First, we need to know what matters most to you.

Because we focus on total wealth planning, we use the latest in technology and institutional resources to build portfolios that truly align with what matters. Beyond your long-term objectives, our first step also includes getting to the heart of your tolerance for risk.

Tell us how you truly feel about risk.

2.

Access an array of assets and investment strategies including noncorrelating and alternatives to design around client needs.

 

3.

Utilize independent empirical research and analytics to determine “best of breed” positions within our “open architecture” structure.

 

4.

Assess the effect of costs and utilize tax efficient strategies within portfolios.

 
 
 
 
 

5.

Continuously monitor and review the economy, capital markets, and security/manager selection.

 
 
 

6.

Rebalance to harvest gains, to maintain portfolio integrity, and to redeploy into better opportunities as they emerge.

 
 

FIND AN ADVISOR

Someone from the Summit team would love to assist you.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

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