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Summit Strategies Group Recognized as a 2016 Greenwich Quality Leader in Overall US Investment Consulting

Summit’s clients have once again rated the firm highly enough that we are one of only three consultants nationwide to receive the 2016 Greenwich Quality Leader designation in Overall US Investment Consulting.

On behalf of the entire Summit team, thank you for your continued support.

"What’s most encouraging to us is that results like this reinforce the structure we created 22 years ago: to always put the client first," said Steve Holmes, Summit President. "The need for honest, independent thinking has never been greater -- and Summit continues to meet that need."

"We are thrilled and humbled once again by our clients’ candor, confidence, and willingness to share their positive feelings about Summit with an independent firm like Greenwich Associates," says Chris Keller, Summit’s Principal, Research. "We love our clients and work very hard to ensure the feeling remains mutual."

The study results underscore the importance of client service and investment consulting capabilities – and reinforces our mission to appreciate and serve the unique goals and objectives of each of our clients.


These studies were conducted by Greenwich Associates, a third-party research firm that is independent of Summit Strategies Group. Greenwich Associates surveyed plan sponsors with assets in excess of $150 million to document their opinions of their investment consulting relationships. Consultants like Summit receive the study results in exchange for providing Greenwich Associates with evaluations of investment managers. Summit did not pay Greenwich Associates any compensation for inclusion in this study.

The 2016 study is based on 1,216 interviews, 19 of whom retain Summit as their consultant. The 2015 study is based on 1,341 interviews, 28 of whom retain Summit as their consultant. For more information regarding the methodology for the 2016 study, please click the following hyperlink: https://www.greenwich.com/asset-management/institutions-seek-consultants-new-approaches-and-ideas

The Greenwich Quality Index is based on collective client ratings over a number of qualitative categories, such as investment counseling, manager selection, and client servicing. More information regarding these categories is available upon request.

The rankings presented are not necessarily representative of any single client’s experience, but rather represent the collective views of Summit’s sampled clients. Rankings do not represent an endorsement of Summit. Past performance is no guarantee of future results.