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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 located in Salt Lake City, Utah.

We are dedicated to managing equity strategies for investors through our “Managed Risk Approach”. Registered investment advisors, institutional investors 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.

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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