Vienna, VA Office

3Summit Investment Management provides investment advisory and financial planning services to individuals (including high-net-worth clients), charitable organizations, retirement plan sponsors, and other investment advisers. Its offering includes ongoing portfolio management with a written investment policy statement, retirement plan consulting, sub-advisory arrangements, and standalone financial planning.

The firm constructs tailored portfolios using model portfolios and proprietary portfolio software, documenting client objectives, time horizon, and risk tolerance and monitoring accounts continuously with at least annual reviews. 3Summit draws on several methods (fundamental, quantitative, modern portfolio theory, charting and cyclical analysis), implements long‑term equity and fixed‑income strategies as well as options strategies limited to covered and spread positions, and can partition portfolios into separately managed sub-portfolios to meet multiple objectives.

A distinguishing feature of 3Summit is its integration of bookkeeping and financial reporting services for small-business clients—often managing auditors or tax preparers and billing those services hourly—which is atypical among similarly supported advisory firms. The firm also offers sub‑advisory relationships and serves as an ERISA fiduciary for defined contribution plans, combining investment management, plan consulting, and occasional hands‑on accounting support within a small team (three advisors managing approximately $31.3 million in assets).