INVESTMENT ADVISORY

Providing Unbiased Solutions for Your Investment Needs

Although affluent individuals clearly understand the importance of unbiased investment decision-making in reaching their financial objectives, very few sources of objective, expert investment advice are available to you.

YOUR CLIENT SERVICE DIRECTOR WILL PARTNER WITH SUMMIT'S INVESTMENT MANAGEMENT TEAM TO ATTEMPT TO PROVIDE MAXIMUM RETURNS ON YOUR INVESTMENTS

Summit Wealth Management's experienced investment advisors provide unbiased advice and support--through fee-only services--that will help you:

• Integrate your tax, estate, and investment affairs
• Gain exposure to a wider range of investment options
• Keep all of your investment information together in one easy-to-access place
• Save valuable time and energy

WITH " MOUNTAIN VIEW" YOU CAN MONITOR YOUR INVESTMENTS WHENEVER AND WHEREVER YOU ARE

Click here to view the Mountain View presentation >>

The Summit Investment Advisory Services team has the ability to integrate key aspects of your financial life--tax, estate, and investments. Working together, we'll design a completely customized plan based upon your unique situation.

Executive Summary

Investment Advisory Services is designed to support high-net-worth individuals who:

• Want a consolidated view of their investments but don't want to limit themselves to one broker and its proprietary products
• Seek to achieve financial objectives concurrently, including: investment diversification, tax minimization, inheritance provisioning for their children, and wealth sharing through philanthropic efforts
• Desire assistance in managing their investments with the help of multiple money managers and brokers

Comprehensive Design and Delivery

Your Investment Advisory team, working with your Client Service Director, will help you develop an unbiased investment management strategy by drawing on four related areas:

Strategic Planning

• Coordinate with current providers
• Consider estate and philanthropic objectives
• Provide for long-term wealth management

Asset Class Selection

• Analyze long-term history versus short-term trends
• Supply diversification strategies
• Manage portfolio volatility
• Provide structured portfolio management solutions

Implementation

• Coordinate custody of client assets
• Design and structure investment portfolios
• Facilitate contract execution, including negotiation of fees
• Effect buying and selling of large blocks of stock through our Capital Markets Group

Review and Control

• Formalize investment policy
• Manage taxes relating to portfolios on an ongoing basis
• Monitor investment manager performance versus specific guidelines
• Provide quarterly reports on aggregate portfolios, each asset class, and individual investment managers

Specialized Teams

Summit's Investment Advisory Services offers two specialized teams to add depth to all stages of the investment process--from strategy to development and execution.