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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Passive / index investing
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