Summit consults to a nationwide client base of more than 60 full-service clients
with more than $130 billion dollars in combined assets. This group includes hospital and healthcare groups, endowments, religious organizations, corporations, public funds, Taft-Hartley, defined contribution and insurance reserves.
For these clients, we offer a full range of customized services:
For Public and Taft-Hartley funds, Summit can
utilize its expertise to support accurate and realistic forecasting of plan
obligations taking into account current plan provisions, participant population
and estimated cash inflows/outflows. We can then design and help
implement an asset allocation approach in line with the plan’s ultimate goals.
Summit works with its Corporate, Hospital and Insurance clients
to preserve and grow corporate assets, reserves, defined benefit plans,
defined contribution plans and other plan types.
Endowments, Family Trust and Religious organizations hire
Summit to design, implement and monitor a strategy to protect and
grow their assets in a manner that helps support the
fund's specific mission.
Personal attention is what differentiates us from the larger
firms and makes us a more effective client partner. We utilize a team approach to
client service. Summit clients are assigned a team consisting of two consultants,
several research analysts, a performance analyst, and a member of the firm’s
administrative group. Because of our manageable size, this team is in constant
communication regarding each client portfolio, and is easily accessible and
prepared should a client need arise.