Investing with a
Managed Risk
ApproachTM

Critical focus on managing unforeseen risks

Minimizing surprises

Highly qualified investment team

Strong long-term track record

View from the Summit

Recent news and commentaries to let you know our most current thinking.

View from the Summit | Options

06/18/25

Institutional adoption of options strategies is no longer just about hedging volatility—it's about harnessing it. Learn more about how options are reshaping institutional portfolios.

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Market Update 6.14.2025

06/17/25

Stocks stumbled Friday after a week of early gains, as tensions in the Middle East rattled markets.With oil prices jumping and rate cut hopes still in play, investors are keeping a close eye on what’s next.

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Nasdaq TradeTalks

05/30/25

Today’s bond market demands new strategies. CIO Dave Harden explains why active management matters for intentional income on Nasdaq Trade Talks.

MORE

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Our Goal

High performing portfolios that preserve capital and reduce risk.

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How You Can Invest

SEPARATELY MANAGED ACCOUNTS

Suited for larger individual accounts, family offices, institutions, and endowments and foundations, SMAs are best for investors who prefer to own individual stocks, bonds, real estate, private capital and other direct investments.

INDIVIDUALS
FAMILY OFFICES
INSTITUTIONS

MUTUAL FUNDS

Mutual funds allow you to invest according to our same risk managed approach, while getting started with a lower dollar amount. Mutual funds may help you diversify broadly as you build your retirement account or pursue other investment objectives.

EXCHANGE TRADED FUNDS

These types of investments provide daily liquidity and more transparency about their holdings. Like mutual funds, ETFs can be actively managed. They also offer lower fees. Learn about the specific objectives they may help you meet.

THROUGH YOUR FINANCIAL ADVISOR

Summit Global Investments works with professional financial advisors across the United States. They can offer you a complete investing program, or specific strategies to enhance your overall portfolio.

If you are an advisor, let us tell you about the many services we offer to help make your practice more efficient and successful.

ADVISORS

Not sure what's right for you?

We're happy to help. Call 888-251-4847 or CONTACT US >

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