Investing with a
Managed Risk
ApproachTM

Critical focus on managing unforeseen risks

Minimizing surprises

Highly qualified investment team

Strong long-term track record

View from the Summit

Recent news and commentaries to let you know our most current thinking.

What is Quantitative Investing?

12/12/25

Quantitative investing is a systematic, data-driven, and rule-based method that seeks to remove emotional bias from the decision-making process. Aash Shah, Head of Investments, breaks down the differences between quantitative and funamental investing and what role they play in the investment process at SGI.

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Your Future Self Will Thank You: The Long Term Benefits of Sticking to a Plan

12/11/25

Every investor encounters moments when sticking to the plan feels uncomfortable, especially during periods of volatility. But reacting emotionally often introduces the biggest risks to long-term success. CEO Dave Harden discusses the importance of consistency.

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ETF Spotlight

12/08/25

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Our Goal

High performing portfolios that preserve capital and reduce risk.

How You Can Invest

SEPARATELY MANAGED ACCOUNTS

Suited for larger individual accounts, family offices, institutions, and endowments and foundations, SMAs are best for investors who prefer to own individual stocks, bonds, real estate, private capital and other direct investments.

MUTUAL FUNDS

Mutual funds allow you to invest according to our same risk managed approach, while getting started with a lower dollar amount. Mutual funds may help you diversify broadly as you build your retirement account or pursue other investment objectives.

EXCHANGE TRADED FUNDS

These types of investments provide daily liquidity and more transparency about their holdings. Like mutual funds, ETFs can be actively managed. They also offer lower fees. Learn about the specific objectives they may help you meet.

THROUGH YOUR FINANCIAL ADVISOR

Summit Global Investments works with professional financial advisors across the United States. They can offer you a complete investing program, or specific strategies to enhance your overall portfolio.

If you are an advisor, let us tell you about the many services we offer to help make your practice more efficient and successful.

ADVISORS

Not sure what's right for you?

We're happy to help. Call 888-251-4847 or CONTACT US >

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