A complete list of active advisors currently associated with Summa Global Advisors, LLC

Warmer can help you find a great advisor at Summa Global Advisors, LLC or one who fits your needs even better.

Summa Global Advisors is a two-advisor registered investment adviser that serves individuals and families, along with several family trusts and charitable foundations, offering continuous portfolio management, wealth management, and financial and retirement planning. The firm also provides standalone financial planning under a separate agreement and generally sets a $500,000 account minimum while reserving the right to waive it. Summa tailors portfolios to individual goals and constraints, using ETFs and mutual funds for smaller accounts and individual equities, bonds, and Separate Account Managers (SAMs) for larger mandates, combining fundamental and technical analysis with a long-term orientation. Its approach to income and fixed‑income allocations emphasizes duration management and diversification into lower‑correlation assets (including REITs, MLPs, convertibles, and high‑yield instruments), and the firm will aggregate trades, use prime brokerage for certain bond transactions, and monitor third‑party managers. Compared with many peers, Summa routinely recommends and integrates Separate Account Managers and explicitly reduces its advisory fee on those accounts to offset the added manager costs, and it actively sources bond inventory both from custodial inventories and outside dealers. The firm also adopts a default proxy‑voting practice to support company management and includes financial and retirement planning within its portfolio management service.

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