As investment consultants, Summit creates
customized solutions for each client situation.
Summit offers the following services:
Consulting: Summit’s consultants are directly responsible for
all aspects of client support. They coordinate a
team of professionals to design, implement and monitor a client's customized investment
Modeling: Summit produces three distinct types of customized
modeling on behalf of its clients. These include: health system, defined
benefit and endowment / foundation.
Manager Research: Our analysts offer expertise in both traditional and alternative research and provide continuing research,
evaluation, monitoring and investment manager recommendations through an in-depth evaluation
Performance Measurement: Our Performance Measurement staff
calculates, reconciles and reports reliable investment results to our clients
via annual, quarterly, monthy, weekly and daily online reporting.
Risk Analysis: Our risk analysts provide comprehensive risk evaluation to assist our clients in making sound investment decisions.
To learn more about Summit and what seperates us from the competition, please explore the topics along the left side of the page. If you would like to speak with us directly, please contact us at 314.727.7211.