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.

Yahoo Finance

06/17/24

Dave Harden, CEO and CIO of Summit Global Investments, shared his thoughts on Yahoo Finance about Elon Musk’s massive compensation deal and what it could mean for Tesla investors.

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Why We Emphasize Our Managed Risk Approach™

06/14/24

Between inflation, interest rates, global political turmoil and AI euphoria, managing risk is as important as it ever has been. See why our Managed Risk Approach™ is so important.

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CNBC

06/03/24

David Harden, CEO and CIO at Summit Global Investments, joined Kelly Evans on CNBC’s “The Exchange” to discuss stocks he likes as he sees a choppy summer ahead for markets, and how risk management is key.

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Our Goal

High performing portfolios that preserve capital and reduce risk.

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.

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