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 (including high‑net‑worth clients), pension plans, trusts, corporations, other investment advisers, and investment companies, providing discretionary portfolio management, financial planning, standalone planning engagements, and manager‑selection services; the firm also acts as investment adviser to the Summitry Equity Fund (GGEFX), offers separately managed account relationships and distributes its equity model to platform providers. With a multi‑advisor team managing over $3.3 billion in client assets, Summitry combines advisory services with platform and SMA arrangements. Investment decisions are driven by an in‑house Research team that performs bottom‑up fundamental analysis and valuation work to estimate intrinsic value, with purchase recommendations vetted by an Investment Committee and sales approved by majority vote. The firm implements client portfolios through internally managed “Core” allocations with defined equity/fixed‑income targets and an “Explore” sleeve that allocates to third‑party managers and alternative strategies, including a tax‑aware 130/30 long/short approach and targeted use of municipal and corporate bonds within trader‑approved parameters. What is distinctive about Summitry compared with most multi‑team peers is its role as adviser to a registered mutual fund and its active provision of portfolio management services to investment company clients—an arrangement that the firm integrates operationally by coordinating trading and allocations across fund and advisory accounts. The firm’s ownership by Aspen Standard Group, its use of SMA and platform relationships, and its practice of introducing clients to external estate‑planning counsel (including, in certain cases, covering legal fees up to a specified amount) further differentiate its service and operational model.

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.