About Us

Who is Summit Financial Group?

The professionals at Summit Financial Group provide comprehensive asset management to the high net worth investment marketplace.  We deliver the benefits of a sophisticated understanding of capital markets, asset allocation, portfolio structure, specialist investment managers and continuous portfolio management.  Summit Financial Group will customize a comprehensive investment management program designed to meet the objective and needs of our clients, through an asset allocation modeling approach which directly utilizes information gained through our initial investment review.

What Makes Us Different?

Our investment approach offers a stand-alone alternative to both traditional consulting and the multitude of institutional money management products and services currently available. Summit Financial Group will focus first and foremost on two of the determinants that have great impact on the portfolio performance:

1. Asset Allocation*

2. Portfolio Structure

Our full-time responsibility is to remain current on all the issues our clients may be facing – and to ensure that our recommendations consider the growing list of challenges which may be presented to our clients.

Summit Financial Group will design a solution according to the individual needs of our clients.  The primary focus will flow through the development of a program that is designed to add value to the overall financial strength of our clients.

*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.



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