As a consulting firm, we adhere to the following guidelines and principals:

Our Mission:

By focusing on a select group of clients and continuous reinvestment in our people and technology, Summit Strategies Group creates successful partnerships with institutional fiduciaries to develop and maintain customized investment solutions.

Our Values:

  • As a Registered Investment Advisor, Summit is a fiduciary. We embrace this role in the services we provide to clients.

  • We seek to avoid both known conflicts of interest and the appearance of conflicts.

  • 100% of Summit's revenues are received in hard dollars from consulting clients.

  • Summit fully discloses its fees, so our clients always know what is being paid.

  • Summit serves as a client advocate, aggressively pursuing cost savings on their behalf.

  • Summit is a results-driven organization delivering superior performance in all areas of portfolio design, implementation, and monitoring.