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.

The Art (and Science) of Trading

11/24/25

Trading isn’t about guesswork or luck — it’s about judgment, discipline, and process. Robin Kaukonen, Senior Portfolio and Trading Manager, shares her perspective on the art and science of trading and the hidden forces that ultimately shape client outcomes.

MORE

Press Release

08/06/25

SGI announces strategic partnership with Equity Services Inc. (ESI), a move that reflects a shared commitment to growth, innovation, and unwavering advisor and client support.

MORE

Market Update

07/21/25

Markets advanced last week as robust tech earnings and cooler inflation data helped offset renewed tariff concerns. With the S&P 500 and Nasdaq nearing record highs, attention now turns to upcoming megacap earnings and potential policy signals from the Fed.

MORE

Be the first to get our content.

Subscribe today >

Our Goal

High performing portfolios that preserve capital and reduce risk.

WATCH THE VIDEO

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 >

OUR STRATEGIES HAVE BEEN NATIONALLY RECOGNIZED

Stay up to date!

Join our newsletter.
FIRST NAME
LAST NAME
EMAIL
PHONE
FIRM
I'm an
By providing your phone number you agree to receive text messages from SGI. Message and data rates may apply. Message frequency will vary. You can unsubscribe at any moment replying the word STOP or UNSUBSCRIBE. No mobile opt-in data will be shared or collected with third parties/affiliates for marketing/promotional purposes.
DISCLOSURES
PRIVACY POLICY
SOCIAL MEDIA POLICY
© 2023 SUMMIT GLOBAL INVESTMENTS LLC
Photos on site at Nasdaq courtesy of Nasdaq.