A Managed Risk Approach to Equity Investing
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Who we Serve
Institutional Investors
Institutional Investors demand the very best from their investment managers. Summit Global Investments principals have decades of experience managing investments through our "Managed Risk Approach to Equity Investing" for Institutions and have worked with leading U.S. investment groups throughout our careers.
Financial Advisors
As a trusted advisor you are continually seeking ways to help your clients protect the wealth you've helped them generate from their investments. We share this passion and drive in actively managing our strategies with our "Managed Risk Approach to Equity Investing".
Individual Investors
You have worked hard to establish your investment portfolio. At Summit Global Investments we work hard in managing clients portfolios. Our strengths are as experts in managing downside risk across our strategies while participating in the upside that the equity markets may offer.
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Institutional Investors
Institutional Investors demand the very best from their investment managers. Summit Global Investments principals have decades of experience managing significant low volatility portfolios for Institutions and have worked with leading U.S. investment groups throughout our careers.
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Financial Advisors
As a trusted advisor you are continually seeking ways to help your clients obtain consistent returns while protecting the wealth you’ve helped them generate from their investments. We share this passion and drive in actively managing our SGI U.S. Large Cap Equity Strategy.
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Individual Investors
You have worked hard to establish your investment portfolio. At Summit Global Investments we work hard in managing clients portfolios. Our strengths are as experts in capital preservation while participating in the upside that the equity markets may offer.
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Our Approach
As Investment experts, we offer a unique view with our "Managed Risk Approach to Equity Investing". Our focus starts and ends with managing risk. This approach to investing in lower risk, lower volatility stocks gives us the opportunity to build portfolios that perform better, protect better, provide more diversification, and give investors a smoother ride.
Give us a call to discuss how we can help you to Reduce Risk while participating in the Upside.
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