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.

Beyond the S&P 500

03/03/26

For years, many have ignored international investing. As the S&P 500—fueled by a handful of tech titans—consistently outperformed the rest of the world, home-country bias became a winning strategy.Today data suggests the "US exceptionalism" trade is maturing, and the risks of ignoring the other 75% of the global economy have never been higher.

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The Broken Watch

02/23/26

Not sure of the difference between a Buy Side option trading shop and a Sell Side option trading shop? SGI's Senior Derivatives Manager, Tony Hozian, shares his perspective on what truly separates them.

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The ETF Advantage

02/23/26

As markets grow more complex and tax awareness becomes increasingly important, the flexibility and efficiency of ETFs — particularly in institutional and high-net-worth portfolios — continue to drive their dominance. SGI's Sr. Portfolio and Trading Manager, Robin Kaukonen, shares insights.

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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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