Summit Asset Management

Company profile

Summit Asset Management company profile

Summit Asset Management provides discretionary investment management, outsourced Chief Investment Officer services, and business support solutions. The firm advises high-net-worth individuals, families, and institutions on investment policy, asset allocation, portfolio construction, and manager selection. Its investment approach emphasizes capital preservation and income generation, with a focus on liquidity and risk management. Summit Asset Management utilizes real-time portfolio management software for risk analysis and decision-making. The firm also offers economic substance and business services, including guidance on regulatory compliance and corporate structuring. Clients have the option to custody assets with global financial institutions or their existing providers. Summit Asset Management is..... For more information, log in to dureach.com to view the full company profile.