A complete list of active advisors currently associated with BlackSummit Financial Group, Inc.

Warmer can help you find a great advisor at BlackSummit Financial Group, Inc. or one who fits your needs even better.

BlackSummit Financial Group serves individuals (including high-net-worth clients), trusts, pension plans and corporate entities, offering asset management, financial planning and consulting, pension consulting, and referrals to third‑party money managers. Like many peers, the firm provides portfolio management for individual clients and typically charges fees tied to assets under management. The firm operates both discretionary asset management and a substantial amount of assets under advisement, so many client relationships are primarily non‑discretionary rather than fully discretionary. Portfolios are supervised and reviewed on a regular basis and the firm employs a range of methods—fundamental and technical analysis, charting and cyclical analysis—and strategies that include ETFs, individual securities, options, short sales and margin trading. Distinctive features include the firm’s willingness to accept performance‑based compensation from accredited investors, an arrangement that is uncommon among similarly sized supported firms. The adviser also has been involved in international business activities and maintains affiliations with a commodities research platform that has produced webinars and research materials, and it offers educational seminars and workshops tied to those research and consulting activities.

To learn more about the advisors currently working at BlackSummit Financial Group, Inc., 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.