Summit Solutions

The Summit Solutions ("Solutions") group is responsible for the delivery of discretionary consulting to our clients. It is available to clients with assets greater than $10 million.

Our clients trust outsourcing the investment of their portfolios to Solutions for two primary reasons:

  • They are seeking improved results for their investment portfolio.
  • They recognize the need for additional resources to accomplish their goal:
    • The investment marketplace is more complex.
    • Their valuable time is better spent running their organization not managing their investment portfolio.
    • Successful investing is a full-time profession

For more detailed information on Solutions and our discretionary consulting capabilities, please click here.