Operational Due Diligence ("ODD") supports the manager research process by conducting a thorough review of the manager's operational systems including compliance and audit. We believe due diligence is an integral part of risk management and must be performed in-house. We do our own homework and do not rely on third parties to protect our client investments.
Extensive materials are available to our clients to document findings as a matter of record or for audit purposes. The Operational Due Diligence team will also conduct phone interviews with client auditors as requested.
Summit Strategies Group ("Summit") is registered as an investment adviser with the United States Securities and Exchange Commission and provides investment consulting or other investment related services to clients only in certain states of the United States.
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