Our Services

Rooted in the investment culture, Summit offers a full range of objective, results-driven investment consulting services to clients of all sizes and types. Our services, strategies, and recommendations are tailored to the unique needs of each client. This approach, coupled with our extensive in-house resources and research capabilities, allow our experienced staff the tools to deliver superior investment results.

Summit’s investment professionals are divided into two groups; Consulting and Research. Click on the departments on the left to learn more.