A complete list of active advisors currently associated with Summit Portfolio Management LLC

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

Summit Portfolio Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm offers discretionary portfolio management alongside written financial planning and financial consulting services. Summit follows a documented evidence-based investing (EBI) framework, describing five core tenets and relying on academic research, commercially available analytics and periodic due diligence. Portfolios emphasize global diversification, use of ETFs and mutual funds, investment-grade fixed income to moderate volatility, and explicit equity tilts toward size, value, profitability and momentum as part of its implementation approach. Noteworthy aspects of Summit’s practice include a team managing roughly $214 million for about 113 clients and the firm’s disclosure that it may recommend private debt and private equity alongside public funds. The firm also generally leaves proxy voting to clients, recommends Charles Schwab as custodian while using Schwab’s institutional services, and discloses trade-error and other operational policies in its brochure.

To learn more about the advisors currently working at Summit Portfolio 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.