Summit Strategies Group is a 100 percent employee-owned firm that offers independent, results-driven investment consulting services to clients on a full-retainer basis, or limited project relationship.
Our clients include:Hospitals/Healthcare, Endowments & Foundations, Religious Organizations, Corporations, Public Funds, Taft-Hartley, Defined Contribution, and Insurance Reserves.
- Summit/Money Management Intelligence: Private Equity, Friend or Foe?-Nov.2013
- Summit/Pensions & Investment Survey: Institutions Not Taking Long View
- Summit/Money Management Intelligence: It’s Time to Bring Hedge Funds “Inside” the Portfolio- Aug. 2013
- Weekly Capital Market Snapshot, for the week ended 02/28/14
Don Wehrmann -
Don works within our discretionary consulting platform, Summit Solutions, and has been with the firm for eight years. His hobbies include soccer, golf and cooking.