About SUMMIT INVESTMENT MANAGEMENT, LLC
SUMMIT INVESTMENT MANAGEMENT, LLC is a reputable financial firm that provides expert guidance and services to its clients. Founded in 2005, the firm has quickly become a leader in the industry thanks to its experienced advisors and personalized approach to financial management. With a focus on building strong relationships and delivering top-notch solutions, SUMMIT INVESTMENT MANAGEMENT, LLC is dedicated to helping clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
● SUMMIT INVESTMENT MANAGEMENT, LLC offers a wide range of financial services, including investment management, retirement planning, and tax planning.
● The firm puts the needs and goals of clients first, creating personalized plans and strategies to help them achieve financial success.
● SUMMIT INVESTMENT MANAGEMENT, LLC advisors are experienced and knowledgeable in the financial industry, providing clients with expert guidance and advice.
Facts and Insights
In addition to its personalized approach and experienced advisors, SUMMIT INVESTMENT MANAGEMENT, LLC has several key factors that make it a top choice for clients. These include:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
SUMMIT INVESTMENT MANAGEMENT, LLC offers a comprehensive list of financial services to help clients with all their financial needs. These services include:
● Investment management – creating customized investment portfolios based on each client’s unique risk tolerance and financial goals.
● Retirement planning – helping clients plan and save for their future retirement, including strategies for maximizing savings and minimizing taxes.
● Tax planning – providing clients with expert tax advice and guidance to help them achieve their financial goals and reduce their tax burden.
● Estate planning – assisting clients with creating an estate plan to protect and distribute their assets according to their wishes.
Client Types
SUMMIT INVESTMENT MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial needs and goals, and they cater their services accordingly, providing tailored solutions to help each client achieve financial success.
Fees & Compensation
At SUMMIT INVESTMENT MANAGEMENT, LLC, the fees and compensation structure is transparent and straightforward. The firm operates on a fee-only basis, meaning they do not receive commissions or other incentives for recommending specific investments. This ensures that the advice and recommendations given to clients are always unbiased and in their best interest.
Background
The founders of SUMMIT INVESTMENT MANAGEMENT, LLC have years of experience in the financial industry and a deep understanding of the markets. This background and expertise allow the firm to provide clients with expert guidance and advice, backed by extensive research and analysis.
Financial Advisor Disclosures to Know
As a reputable financial firm, SUMMIT INVESTMENT MANAGEMENT, LLC has strict ethical and legal standards that guide their business practices. This includes regularly disclosing any potential conflicts of interest and strictly adhering to all regulations and laws governing the financial industry. The firm also ensures that all client information is kept confidential and secure at all times.
With its personalized approach, experienced advisors, and comprehensive financial services, SUMMIT INVESTMENT MANAGEMENT, LLC is a top choice for individuals and businesses looking for expert financial guidance. Contact them today to learn more about how they can help you reach your financial goals.