A complete list of active advisors currently associated with 3Summit Investment Management, LLC

Warmer can help you find a great advisor at 3Summit Investment Management, LLC or one who fits your needs even better.

3Summit serves individuals (including high‑net‑worth clients), charitable organizations, companies, other advisers, and retirement plan sponsors, offering portfolio management, financial planning, retirement plan advisory, and sub‑advisory services. The firm also provides bookkeeping and financial reporting services to small‑business clients and may assist those clients in managing auditors and tax preparers. The firm develops an Investment Policy Statement for each client and manages accounts on both a discretionary and non‑discretionary basis, drawing on charting, cyclical, fundamental, modern portfolio theory, and quantitative analysis. Investment implementation emphasizes diversified portfolios with long‑term and options strategies (excluding short or naked options), ongoing monitoring, and the option to partition portfolios into subportfolios to meet multiple objectives and time horizons. What is noteworthy for a supported firm of this size is the formal accounting/bookkeeping practice integrated into its advisory business, billed on an hourly basis and accounting for a visible portion of firm activity. 3Summit also discloses potential conflicts from acting as a sub‑adviser and from affiliated fund activity and soft‑dollar benefits, and describes compliance reviews and reporting procedures intended to mitigate those conflicts.

To learn more about the advisors currently working at 3Summit Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse 3Summit Investment Management, LLC's office locations.

Name	Location	Years of experience
Alexey Belkin	Vienna, VA	6
Daniel Irvine	Vienna, VA	9
Garrett Phillips	Denver, CO	9

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