A complete list of active advisors currently associated with Summit Investment Management, Ltd.
Warmer can help you find a great advisor at Summit Investment Management, Ltd. or one who fits your needs even better.
Summit provides continuous discretionary asset management and related advisory services to individuals, retirement and profit‑sharing plans, foundations, trusts, charitable and religious organizations, partnerships and other investment advisers. Its service offering includes two tiers of full‑service management (Investment Management and Wealth Management Oversight), licensing of model portfolios to other advisers, and a wrap‑fee program. The firm’s investment process focuses on macroeconomic factors — inflation, interest rates, fiscal policy and sector profitability — and combines proprietary equity strategies with mutual funds, ETFs and individual bonds to construct portfolios tailored to clients’ objectives and risk tolerances. Summit also offers portfolios designed to meet United States Conference of Catholic Bishops (USCCB) guidelines using research from an external consultant and licenses those model portfolios to others. Distinctive features disclosed in the ADV include participation in a subscription‑based distribution channel (the Perfectna Echo‑Trading Platform, where Summit receives a portion of subscriber fees for its model portfolios) and its role as a wrap‑fee program sponsor that uses Goldman Sachs as the wrap account custodian and trade processor. The brochure also discloses past regulatory and dispute events, including a 2018 FINRA arbitration related to affiliated investment vehicles and a 2025 consent order with a state securities regulator that was resolved with civil penalties and disgorgement.
To learn more about the advisors currently working at Summit Investment Management, Ltd., 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 |
|---|---|---|
Greenfield, WI
| 30
| |
Greenfield, WI
| 12
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")