INVESTMENT APPROACHCreating Your Personalized Investment Solution
We provide an unbiased 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:
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.
Access an array of assets and investment strategies including noncorrelating and alternatives to design around client needs.
Utilize independent empirical research and analytics to determine “best of breed” positions within our “open architecture” structure.
Assess the effect of costs and utilize tax efficient strategies within portfolios.
Continuously monitor and review the economy, capital markets, and security/manager selection.
Rebalance to harvest gains, to maintain portfolio integrity, and to redeploy into better opportunities as they emerge.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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