Summa Global Advisors, LLC

Summa Global Advisors serves individuals, families, family trusts, and charitable foundations with ongoing wealth management and portfolio management services, and also offers standalone financial and retirement planning engagements. The firm manages client accounts under both discretionary and non‑discretionary arrangements and incorporates planning as part of its managed‑account relationships.

Investment decisions are tailored to each client’s goals, risk tolerance, tax considerations, and liquidity needs, using ETFs and mutual funds for smaller accounts and individual equities, bonds, and third‑party managers for larger or more complex mandates. Summa combines fundamental and technical analysis for equity selection, varies fixed‑income durations and income sources, and may include alternatives such as REITs, MLPs, convertibles, and non‑traded securities when appropriate.

Distinctive operational features include regular use of Separate Account Managers (with an internal fee adjustment intended to reduce total client expense on those mandates), ongoing monitoring of manager performance, and a practice of seeking execution through custodial inventories before engaging outside bond dealers or prime brokerage to access additional fixed‑income liquidity. The firm also accepts proxy‑voting responsibility and typically votes in line with issuers’ management recommendations.