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.

Barron's

04/23/25

As tensions rise between the U.S. and China, concerns are growing over the potential delisting of major Chinese stocks. SGI's Dave Harden shares his thoughts on the issue with Barron's.

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Cooling Confidence, Rising Caution

04/23/25

Confidence is cooling, and when sentiment drops, spending slows, hiring stalls, and investment pulls back. Are these early signs of a broader downturn? Dave Harden gives his update on the market.

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Yahoo! Finance

04/16/25

SGI's Dave Harden discusses the tech sell-off sharing his thoughts on buying opportunities and stocks he says to avoid.

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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.

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