Who We Are
About Us
Our Team
Contact Us
Our History
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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Dave Harden
Chief Executive Officer / Chief Investment Officer

Dave is the founder and is ultimately responsible for all aspects of SGI. This includes overseeing investments, sales, operations, and compliance.

In Dave’s spare time he still manages SGI.

Aash M. Shah, CFA
Senior Portfolio Manager

Aash spends his time on both the quantitative and fundamental portions of the equity strategies. He has primary oversight of fundamental research.

He enjoys riding his motorcycle through the mountains.

Steve Farrell, MBA
Chief Investment Officer of Private Capital and Fixed-Income

As Co-Chief Investment Officer, Steve oversees all private capital and fixed-income investing. He oversees every facet of SGIs family office and is a member of SGIs investment committee.

Steve enjoys hiking , mountain biking and spending time with his wife, children and grandchildren.

Gautam Baid, CFA
Portfolio Manager

Gautam is focused on the day to day fundamental research of all current and potential equity holdings.

He has authored a highly acclaimed book on investing and life principles titled The Joys of Compounding.

Richard Thawley II
Portfolio Manager

Richard leads the trading part of the process. This includes equity buys and sells as well as cash flow management.

He is recently happily married and is an avid movie lover.

Chris Harden
Data Analyst
Chris works to make the investments teams' jobs easier by automating processes and providing data analytics. He also enjoys basketball and spending time with his daughter.
Summit Global Investments
620 South Main Street
Bountiful, UT 84010
Summit Global Investments
620 South Main Street
Bountiful, UT 84010
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