Summit Investment Management, Ltd.

Overview

Summit Investment Management, Ltd. is a small corporate-structured registered adviser that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and reports a client mix that includes both individual & family investors and institutional relationships. Summit does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. Its investment approach emphasizes equities, with exchange-traded instruments representing the largest single asset type on the books.

Assets & Accounts

Public Holdings

Investments & Alternatives