A complete list of active advisors currently associated with Summit Equity Management, Inc.

Warmer can help you find a great advisor at Summit Equity Management, Inc. or one who fits your needs even better.

Summit Equity Management is a small, independent, solo-registered investment adviser that primarily serves individual clients and trusts and manages roughly $2.48 million across a very small client base. The firm provides discretionary portfolio management focused exclusively on publicly traded U.S. equities and charges percentage-of-assets-under-management advisory fees billed quarterly. Investment decisions are driven by fundamental, bottoms-up, company-specific analysis emphasizing balance-sheet strength, consistent earnings and cash-flow growth, profitability, and market valuation. Accounts are managed on a discretionary basis, the adviser generally does not tailor investment advice beyond allowing client-imposed restrictions, and portfolio composition is reviewed on a quarterly basis. What distinguishes the firm from many peers is its principal’s outside business activity providing business strategy and valuation consulting to U.S. corporations and an uncommon affiliation as a real estate broker/agent, both of which are atypical for solo independent advisers. The firm also participates in an institutional custody/brokerage program, receiving in-kind benefits from that relationship, which the brochure notes can create a potential conflict of interest regarding custody recommendations.

To learn more about the advisors currently working at Summit Equity Management, 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.