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Our History

Summit Global Investments, LLC is an employee-owned and operated, SEC registered Investment Advisor headquartered in Salt Lake City, Utah with offices in San Francisco, CA and Boise, ID.

Using our “Managed Risk Approach”, we serve Institutional and Individual Investors, Registered Investment Advisors, and Family Offices. Each day we dedicate ourselves to creating customized investment solutions and strategies for our clients.

Our Mission

At SGI our mission is clear – to help investors win! We care about return and deeply care about the risk associated with such returns. We are keenly aware of the impact of our clients’ assets. This combination of Risk, Return and Impact is at the center of how we implement a unique “Managed Risk Approach” ™ for our clients.

Our unique “Managed Risk Approach” ™ has evolved over decades of research and continuous revisions to understand and exploit what reduces risk, successfully avoids pitfalls and elevated idiosyncratic risks and drives market returns.

A Message From The Founder

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Summit Global Investments
620 South Main Street
Bountiful, UT 84010
Summit Global Investments
620 South Main Street
Bountiful, UT 84010
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