A complete list of active advisors currently associated with Triple Summit Advisors, LLC
Warmer can help you find a great advisor at Triple Summit Advisors, LLC or one who fits your needs even better.
Triple Summit Advisors serves individual clients (including high-net-worth investors), trusts and corporate entities, offering discretionary portfolio management along with financial planning, investment consulting and insurance consulting. The firm also provides advisory coverage for held-away accounts through a third‑party interface to view, monitor and implement rebalancing instructions for workplace and other external accounts. Its investment lineup includes an ETF-based global asset allocation approach, a quality‑compounding equity strategy focused on high‑return businesses with durable competitive advantages, an opportunistic event‑driven strategy that can employ special‑situation, arbitrage, short‑selling and options techniques in taxable mandates, and a quantitative factor strategy that leverages modern portfolio theory and factor analysis. Triple Summit applies both fundamental and quantitative analysis, manages accounts on a discretionary basis, and can allocate portions of client assets to unaffiliated subadvisors for specific strategy sleeves. What distinguishes the firm relative to peers is its offering of a performance‑based fee option for qualified investors in the opportunistic event‑driven strategy — a structure that is uncommon among similar supported advisers and changes the firm’s compensation alignment. The firm also pairs a small advisory team with roughly $108 million in assets under management and provides some uncommon operational features for its size, including held‑away account integration via a third‑party platform and routine use of subadvisors for certain strategies.
To learn more about the advisors currently working at Triple Summit Advisors, 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 |
|---|---|---|
Mercer Island, WA
| 10
| |
Newton, MA
| 10
|
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