Woodinville, WA Office

Summit Family Office Services provides ongoing portfolio management and financial planning to individual clients, including high‑net‑worth individuals. The firm prepares Investment Policy Statements, accepts discretionary authority for trading, and advises across a broad set of investment types — mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), hedge funds, private equity, venture capital and private placements.

The firm’s advisory process is client‑tailored through detailed interviews and documented risk‑tolerance assessments, and it relies on fundamental and cyclical analysis as well as modern portfolio theory to construct model portfolios. Investment strategies can include long‑ and short‑term trading, options, margin and short sales, and the firm manages both accounts billed on performance‑based arrangements and accounts billed on standard asset‑based fees while stating policies intended to allocate opportunities fairly.

Distinctive features noted in the brochure include the availability of performance‑based fee arrangements (with a high‑water mark calculated after assessment of fees) — a practice that is uncommon among similar team firms and that the firm highlights as affecting performance‑fee outcomes. The firm also operates with a compact advisory team and a very small client roster while providing access to sophisticated and alternative strategies, and the brochure discloses multiple outside business activities of firm principals as potential conflicts for prospective clients to consider.