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.

Puzzled About Investing?

09/11/23

Putting together a sound financial plan is a lot like solving a puzzle. SGI's Managed Risk ApproachTM is at the core and foundation of every portfolio they manage for businesses, individuals, and families.

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CNBC The Exchange

08/02/23

Dave Harden’s criteria for a rally: quiet Fed, inflation rolls over, corporate earnings expand, no reemergence of geopolitical risks.

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Reuters

07/28/23

SGI’s Aash Shah believes the economy is headed to a soft landing.

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 >

OUR STRATEGIES HAVE BEEN NATIONALLY RECOGNIZED

Institutional Asset Management

  • ESG Strategy of the Year | 2019
  • Active US Large Cap Strategy of the Year | 2019

PSN Zephyr

  • Top Guns Award | Bull & Bear Masters | 1Q2020
  • Top Guns Award | 3Q2022

SUMMIT GLOBAL INVESTMENTS

BOUNTIFUL, UT | BOISE, ID | PORTLAND, OR | SAN FRANCISCO, CA

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