With MY SGI, the resources you need to open new accounts, track client portfolios, and manage fees are at your fingertips, drastically cutting your administrative burden.
Underpinning all our investing is our nationally-recognized Managed Risk ApproachTM. Our independent thinking sets us apart from most other asset managers; we are not affiliated with any other companies.
You can match our products and strategies to your clients’ goals, risk tolerance, and timeframes. There are no size requirements or minimum investments for managed accounts.
We’ll help with everything from closing a new client and providing educational materials to answering a quick “how to” navigation question about MY SGI. We’re here for you.
Managed risk equity investing may lead to a long term improvement in risk-adjusted return due to outperformance, lower standard deviation, and reduced drawdowns.
SGI’s model portfolios are ready-to-go investment solutions that allow you to focus on nurturing relationships with clients and prospects instead of constructing portfolios.
As market conditions change, our investment team is rebalancing to ensure risk profiles are maintained, helping the portfolios remain resilient over full market cycles.
SGI’s six models are all fully diversified across asset categories and industries, holding SGI products and selected third-party portfolios we deem best in class.
Each portfolio is configured to deliver potential for the best risk-adjusted return for its category.
Your larger clients can take advantage of SGI’s global network and less well-known opportunities. For accredited investors, we offer sophisticated investment products such as venture capital, hedge funds, and other private equity or debt opportunities.
Custom portfolios are managed to fit each clients’ tax situation, family priorities, passions, and more. And, with MY SGI, you’ll have full visibility into the portfolio holdings, activity, performance, and fees.
Summit Global Investment’s ETFs and mutual funds are all actively managed — and also adhere to SGI’s proprietary Managed Risk Approach.
Mutual funds may be a good way for investors just starting who want to get to know us or may not have much to invest. They offer good diversification and efficiency.
Introduced in 2023, our ETFs are traded throughout the day and offer liquidity, competitive fees, and tax advantages. SGI’s ETFs are semi-transparent giving us the potential for generating greater alpha* through our proprietary portfolio trading strategy.