Who We Are
About Us
Our Team
Contact Us
Our History
Our History

Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned and operated by the managing partners. Summit Global Investments is headquartered in Salt Lake City, Utah, with offices in Boise, Idaho and the San Francisco Bay Area. 

We are dedicated to managing strategies for investors through our “Managed Risk Approach”. Registered investment advisors, institutional investors, family offices and retail investors are able to access our expertise through a variety of avenues, from institutional separate accounts, separately-managed accounts (SMA/UMA) to mutual funds and private capital.

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.

Matt Hanna, CFA, FRM, CAIA
Portfolio Manager / Managing Director of ESG Investing

Matt is primarily focused on the quantitative, risk management, and portfolio construction aspects of the process. In addition he leads the SGI ESG efforts.

His signed Tim Tebow jersey is one of his most prized possessions.

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
Junior Portfolio 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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