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 provides advisory services to individuals (including high‑net‑worth clients), charitable organizations, companies and retirement plan sponsors, and also works with other investment advisers. Services include ongoing portfolio management, non‑discretionary retirement plan consulting (acting as a fiduciary under ERISA Section 3(38) for plan sponsors), sub‑advisory arrangements, and hourly bookkeeping and business‑financial consulting for small‑business clients. The firm produces a written Investment Policy Statement for each client and uses proprietary portfolio‑management software and model portfolios to tailor allocations to individual goals, time horizons and risk tolerances, with continuous monitoring and the option to use portfolio partitioning. Its methods combine modern portfolio theory, fundamental and quantitative analysis, charting and cyclical analysis, and it invests across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income and limited options strategies (covered and spread positions; no short or naked options). What distinguishes 3Summit from many peers is the integration of advisory services with accounting and small‑business financial reporting and consulting, an offering that is relatively uncommon among supported firms. The firm also provides sub‑adviser services, employs options within a defined risk framework, and typically recommends Interactive Brokers for custody and trade execution.

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.