A complete list of active advisors currently associated with Summitry, LLC

Warmer can help you find a great advisor at Summitry, LLC or one who fits your needs even better.

Summitry serves individuals and high‑net‑worth clients, as well as trusts, pension and profit‑sharing plans, and — less commonly for firms of this size — investment companies and other investment advisers. The firm provides discretionary portfolio management, financial planning (including standalone plans), model equity strategies, third‑party manager selection, and acts as the adviser to a registered mutual fund (GGEFX). Investment decisions are research‑driven and largely bottom‑up: a Research team conducts valuation and financial analysis and an Investment Committee reviews and approves securities for the firm’s internally managed “Core” strategies. Those Core allocations are combined with an “Explore” sleeve of Independent Managers and alternative approaches — including a tax‑smart 130/30 long/short strategy used to transition concentrated, low‑basis positions — with ongoing monitoring of manager performance. Distinctive features include treating its mutual fund as it would an advisory client, providing its equity model to third‑party platforms and SMA relationships with other advisers, and being owned by a holding company (Aspen Standard Group) that places the firm within a broader adviser group. Summitry predominantly charges asset‑based fees rather than fixed management fees and offers an uncommon estate‑planning referral arrangement under which the firm may pay some clients’ legal fees for document preparation.

To learn more about the advisors currently working at Summitry, 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.

You can also browse Summitry, LLC's office locations.