Summit Strategies Group serves the following client types: hospitals and healthcare groups, foundations and endowments, religious organizations, corporations, public funds, Taft-Hartley, defined contribution, and
With client satisfaction and results at the forefront, Summit brings several distinct strengths to every client relationship, including:
A Full Range of Services: Summit offers a full range of
investment consulting services, including sophisticated modeling,
portfolio implementation and monitoring, Defined Benefit and Defined
Contribution plan services, performance measurement, risk analysis, and comprehensive investment manager and other
Complete Independence: Summit Strategies Group is 100 percent employee-owned and not affiliated with any other investment managers or products. All revenue is derived from retainer consulting clients. Our sole focus is meeting our clients’ investment goals.
Results Driven: Our results speak for themselves. 94 percent of Summit clients with the firm 10 years or longer outperformed their policy benchmarks for the full 10 year annualized period ending 12/31/11. Our solutions are unique, just like our clients. In addition, third-party surveys consistently rank Summit number one in overall client satisfaction.
Dynamic, Forward-Thinking Organization: Summit is never comfortable with the status quo. We are constantly looking for a better way to drive client results, and not afraid to deviate from the norm and make well-thoughtout, decisive recommendations. We pride ourselves on leading, not following.
Experience that Matters: Our consultants bring a wealth of knowledge, experience and perspective to each relationship. Our collaborative environment encourages dialog and teamwork.
Research Focused: One-third of Summit professionals work in a research capacity, scouring the investment manager universe for best-in-class firms and strategies.
Managed Growth: Summit’s client to consultant ratio will not exceed 10 to 1. We value personal relationships and purposely do not serve the masses, but a smaller number of very important clients.