A complete list of active advisors currently associated with Summa Corp.

Warmer can help you find a great advisor at Summa Corp. or one who fits your needs even better.

Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high‑net‑worth clients, corporations, and other investment advisers, offering both discretionary and non‑discretionary portfolio management and portfolio consulting. The firm also serves a notable non‑U.S. client base and maintains contractual arrangements with foreign investment advisors and a foreign solicitor to support cross‑border referrals and sub‑advisory relationships. The firm’s investment approach emphasizes long‑term capital preservation and seeking positive absolute returns through fundamental analysis, diversification, and use of a broad range of instruments (including hedge funds and structured products), with investment decisions informed by external research providers. Portfolios are tailored to individual client objectives, monitored on a regular basis, and portfolio consulting is offered on a non‑discretionary, fixed‑fee basis. Distinctively, Summa manages over $1.58 billion in assets, resulting in an atypically high AUM per advisor for a team firm, and it engages in both receiving and providing sub‑advisory services (including a Panamanian registered advisor), which creates cross‑referral and fee‑sharing arrangements uncommon among peers. The firm does not provide standalone financial planning services, instead concentrating on investment management, consulting, and family office‑type offerings.

To learn more about the advisors currently working at Summa Corp., 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.