SUMMIT INVESTMENT MANAGEMENT, LTD.
How does the advisor help clients – Key Takeaways:
– As an established financial expert, SUMMIT INVESTMENT MANAGEMENT, LTD. offers a wide range of financial services to help clients reach their goals in a strategic and efficient manner.
– With years of experience in the industry, the team at SUMMIT INVESTMENT MANAGEMENT, LTD. has the expertise to provide clients with sound financial advice and help them make informed decisions about their investments.
– The company has a diverse client base and caters to individuals, businesses, and institutions looking to grow their wealth and secure their financial future.
– Clients can rely on the expertise of SUMMIT INVESTMENT MANAGEMENT, LTD. to manage their assets and provide personalized financial solutions tailored to their specific needs and goals.
Facts and Insights
– SUMMIT INVESTMENT MANAGEMENT, LTD. was founded in 1995 and has been committed to providing top-notch financial services to clients for over 25 years.
– The company is based in Baltimore, Maryland, but has a national presence and serves clients all over the country.
– With assets under management totaling over $1 billion, SUMMIT INVESTMENT MANAGEMENT, LTD. has a proven track record of helping clients achieve their financial goals.
– The team at SUMMIT INVESTMENT MANAGEMENT, LTD. is comprised of experienced and knowledgeable advisors who are dedicated to providing exceptional service to clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | Over 25 years |
Financial Services Offered
– Portfolio management: SUMMIT INVESTMENT MANAGEMENT, LTD. offers personalized portfolio management services to help clients grow and manage their wealth.
– Retirement planning: The company helps clients plan for a comfortable and secure retirement with personalized strategies tailored to their specific needs.
– Tax planning: The team at SUMMIT INVESTMENT MANAGEMENT, LTD. works closely with clients to minimize their tax liabilities and make the most of their investments.
– Estate planning: With expertise in estate planning, the company helps clients protect and manage their assets for future generations.
– Investment advice: Clients can rely on SUMMIT INVESTMENT MANAGEMENT, LTD. for sound investment advice backed by years of experience and market knowledge.
– Insurance planning: The company offers insurance planning services to protect clients’ assets and future financial security.
Client Types
SUMMIT INVESTMENT MANAGEMENT, LTD. caters to a diverse client base including:
– Individuals looking to grow and protect their wealth
– High-net-worth clients seeking specialized financial services
– Businesses and institutions in need of investment management and financial advice
Fees & Compensation
– SUMMIT INVESTMENT MANAGEMENT, LTD. operates on a fee-based compensation model, which means that fees are determined by the value of the assets under management rather than commissions.
– This ensures that the company’s interests are aligned with those of its clients and that they are working towards the same goals.
– The fee structure is transparent and clients are fully informed of the fees they will be charged before signing on for services.
Background
SUMMIT INVESTMENT MANAGEMENT, LTD. was founded in 1995 by a team of financial experts who shared a passion for helping clients achieve their financial goals.
Over the years, the company has grown and established itself as a trusted and reputable financial advisor, with a commitment to providing personalized and high-quality services.
The team at SUMMIT INVESTMENT MANAGEMENT, LTD. continues to stay up-to-date with industry trends and regulations to best serve their clients.
Financial Advisor Disclosures to Know
– SUMMIT INVESTMENT MANAGEMENT, LTD. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
– The company has a fiduciary duty to act in their clients’ best interests at all times.
– The team at SUMMIT INVESTMENT MANAGEMENT, LTD. may have some conflicts of interest as disclosed in