Financial Advisors

As a trusted advisor, you are continually seeking ways to help your clients obtain consistent returns without fluctuations in their accounts. We understand protecting the wealth you’ve helped them generate from their investments is paramount to your success. We share your passion and drive, and demonstrate it in how we actively manage our various strategies. Regardless of the methodology used in constructing your clients’ portfolios, the results you help your clients achieve by utilizing SGI’s approach to equity investing will differentiate you from the crowd.

RIA’s look to Summit Global Investments to provide them with solutions in managing the equity risk in their clients’ portfolios. (We feel strongly that investors ultimately are not rewarded properly for taking on the market risk of cap-weighted indices.) Through our managed risk approach, we seek to provide greater return per unit of risk. Additionally, the downside protection, or smaller drawdown one tends to experience, reduces the potential for large losses that a passive index may experience. This allows RIA’s to focus their time and efforts on building relationships with their clients, rather than being consumed with monitoring a constantly changing market in order to make the best tactical allocation decisions.

As part of your equity exposure, SGI’s Equity strategies offer many benefits to your clients’ holdings:

  • Overall risk reduction
  • Higher Sharpe ratio
  • Significantly lower beta than the market
  • Higher yield

Positioning of Summit Global Investments within your overall asset allocation may complement or replace:

  • U.S. equity indices and ETFs
  • Equity income funds
  • Alternative higher beta strategies
  • Hedge funds
  • Low volatility ETFs
  • Traditional value and growth fundamental strategies
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