PRIVATE WEALTH

Our Focus is You

Risk Management for Every Investor

BUILDING A RELATIONSHIP TOGETHER.

SGI is dedicated to making investment decisions that are always in your best interest, living up to our fiduciary responsibility.

We begin by getting to know you, understanding your financial goals, and how much risk you’re comfortable with. Our goal is to ensure you stay on track as your family situation, job, passions, or priorities change over time.

CUSTOM SOLUTIONS.

  • Portfolios for the most conservative to the most aggressive investors.
  • No minimum size.
  • Choose from separately managed accounts, mutual funds, and exchange traded funds (ETFs).
  • Larger portfolios can access private capital opportunities.
  • Actively managed by our experienced, talented team of professionals.

SUCCEEDING OVER THE LONG TERM.

  • At the heart of every portfolio is our nationally-recognized Managed Risk ApproachTM. We scrupulously monitor your holdings, their interactions, and the market to minimize any surprises.
  • “Set it and forget it” isn’t a smart strategy. Many investors may not realize that the way you make money in the stock market is by not losing it. In fact, to recover from a 25% loss, it takes a 33% gain to break even; a 50% loss requires a 100% gain.
  • Understanding what you own, how much risk you are taking, and how that may be changing over time can help you achieve your goals.

Get to Know Us

If your investment style is very conservative, very aggressive, or anything in between, SGI can customize a portfolio for you.

Let's Talk

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Why Choose Summit Global Investments?

  • Your values and objectives come first. We recommend investments that align with your wishes, offering a high level of client advocacy, rigorous due diligence, and access to global investment ideas.
  • You’ll receive exceptional client service. We are always happy to talk with you, as well as offer you regularly scheduled opportunities to discuss your portfolio.
  • You’ll benefit from our independent thinking, we don’t follow the herd. We do the hard work. We are disciplined, research intense, willing to test new assumptions, and source new ideas.
  • Your portfolio will be risk managed according to our proprietary, disciplined, empirically-driven Managed Risk Approach.
  • Our focus is on time-tested, proven tenets of investment management, knowing that consistent returns follow sound risk, investment, and cost management.
  • SGI is a privately-owned, independent SEC-Registered Investment Advisor serving clients across the globe. We have no affiliated entities, so are less exposed to conflicts of interest inherently found in many firms.

Let SGI Help You Solve the Puzzle of Investing

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