A complete list of active advisors currently associated with Summit Investment Management, LLC
Warmer can help you find a great advisor at Summit Investment Management, LLC or one who fits your needs even better.
Summit Investment Management, LLC provides discretionary and non-discretionary investment advisory and consulting services to individuals and high‑net‑worth individuals. The firm’s brochure reports $16,759,900 in total assets under management as of December 31, 2024, including approximately $15,797,900 managed on a discretionary basis and $962,000 on a non‑discretionary basis. The firm builds individualized portfolios using stocks, bonds, mutual funds and ETFs and emphasizes fundamental analysis and asset allocation, with portfolio reviews at least quarterly and rebalancing as warranted. It employs a mix of holding strategies — including long‑term, short‑term and trading approaches — tailored to client objectives and risk tolerances. A notable distinction is that the firm’s representatives are licensed insurance agents/brokers and may offer insurance products for which they receive customary sales compensation; the brochure discloses this potential conflict and describes steps to address it. The firm also recommends a specific custodian (Altruist Financial) and requires clients to establish accounts there, and it discloses a prior self‑regulatory finding related to books‑and‑records for which no client harm was reported.
To learn more about the advisors currently working at Summit Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lyme, CT
| 36
|
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