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.

Market Update

07/14/25

Equities have remained resilient, with the S&P 500 and Nasdaq hovering near record levels despite renewed tariff threats.Expect range-bound equity behavior as markets digest earnings, earnings guidance, and central bank signals.

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Press Release

06/26/25

SGLIX has been named to IBD's Best International Stock Mutual Funds list for 2025. This recognition highlights SGLIX’s strong performance and disciplined approach to global investing.

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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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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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