Summit Global Investments (SGI) grew out of the Great Financial Crisis of 2008. Families, individuals, and institutions alike were concerned; they realized they needed professional risk management to help protect their assets.
Today, we are an independently-owned, SEC-registered Investment advisor headquartered in Bountiful, Utah. We offer professional investment management to institutions, endowments and foundations, family offices, and individuals.
Today’s market can change rapidly, creating a higher awareness of and need for risk management.
Our goal is to position your portfolio for success. We believe its crucial for you to understand the risks in your portfolio, so it can better perform as you hope.
WATCH THE VIDEO Founder Dave Harden talks about professional risk management, SGI’s origin and vision for the future.
Members of our investment team are among the best in the industry. They have deep professional experience.
We are active managers, avoiding index mimicry. Our focus is on helping investors avoid risk and keep on track toward their goals.
Our award-winning process manages both downside risk and upside potential, company by company, and in combination.
SGI’s proprietary Managed Risk ApproachTM minimizes surprises through its critical focus on managing unforeseen risks.