Management Services

As Investment Advisor Representatives through NFP Securities, Inc., the professionals at Summit Financial Group provide the experience to plan sponsors and participants to navigate the ever increasing complexity and dynamic nature of today’s capital markets. We believe that no single investment manager can possibly have all the experience necessary to perform well across all styles and types of investments. Therefore, Summit Financial Group has developed an alliance with NFP Securities, Inc. which utilizes many investment firms in the world to manage a comprehensive portfolio.

The Representatives of Summit Financial Group provide comprehensive investment management programs to defined contribution plan sponsors. Our programs deliver the benefits of institutional experience and sophisticated understanding of:

Ø     Capital Markets

Ø     Asset Allocation

Ø     Portfolio Structure

Ø     Specialist Investment Managers

Ø     Continuous Portfolio Management

Investment Objectives for our Investment Programs

Our investment approach offers a stand-alone alternative to the multitude of current money management products and services. As your investment partner, we focus on asset allocation and portfolio structure to ensure that our recommendations reflect and helps meet the growing list of investment challenges.

Many of these challenges in the management of investment assets can have a significant impact on an individual’s retirement  prospects. There is an increasing array of complex instruments . To help plan sponsors and participants better meet these challenges, we provide a comprehensive solution to participants, allowing them to access a range of investment options through a complete asset allocation approach.