A complete list of active advisors currently associated with Summitas Investment Management LLC
Warmer can help you find a great advisor at Summitas Investment Management LLC or one who fits your needs even better.
Summitas provides discretionary investment management and related advisory services to individuals and high‑net‑worth clients, including guidance for retirement accounts. Portfolios are typically constructed around exchange‑traded funds and may include individual stocks or bonds retained for tax or legacy reasons. The firm emphasizes fundamental analysis and a primarily long‑term orientation while developing customized asset allocations and monitoring portfolios through ongoing client contact. Summitas conducts internal due diligence on investments, rebalances as needed, and may recommend rollovers or distribution strategies for retirement accounts in its role as a fiduciary. Notable features include a significant non‑U.S. client base and a separate advisory fee schedule for non‑U.S. clients, as well as an institutional platform relationship that provides trading and operational support. The firm manages roughly $158.6 million across a limited number of client relationships, and its principal holds a Ph.D. in finance and the CFA charter, reflecting extended academic and advisory experience.
To learn more about the advisors currently working at Summitas 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 |
|---|---|---|
Mckinney, TX
| 28
|
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