Summit’s Mission Statement:
By focusing on a select group of clients and continuous reinvestment in our people and technology, Summit Strategies Group creates mutually profitable partnerships with institutional fiduciaries to develop and maintain customized investment solutions.
Summit's Key Strengths
Range of Services
Summit offers the full range of investment consulting services to its clients, including sophisticated asset/liability, asset/financial, and asset/spending modeling; portfolio implementation and monitoring; evaluation of both DB and DC plans; and comprehensive investment manager and other research.
Experienced Professionals
Summit’s greatest asset will always be its people – seasoned professionals who bring years of experience, in a number of disciplines, to every client partnership.
Focused Attention
Summit limits each lead consultant to just 10 clients. This allows them the time necessary to focus on every aspect of these relationships and to create a customized approach, sensitive to each client’s unique needs.
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