Summit Investments, Inc.

Overview

Summit Investments, Inc. is a small, fee-based wealth manager that focuses on portfolio management for individual and family clients and small businesses. The firm's investment activity centers on publicly traded equities, using exchange-traded instruments as the primary vehicle for client portfolios. Summit favors straightforward, liquid exposures rather than niche or illiquid strategies: its filings indicate an equity-first approach and no emphasis on ESG or pension consulting. As a single-office advisory practice with an owner-type classified as individual, Summit appears set up to serve a limited client base with personalized, discretionary management. The firm charges a percentage-of-AUM fee and manages accounts on a discretionary basis, which supports a model where the advisor actively implements asset allocation and security selection under a unified fee schedule.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices