3SUMMIT INVESTMENT MANAGEMENT, LLC

Overview

3summit Investment Management, LLC is an independent RIA and limited liability company that serves individuals, families and institutional clients. The firm blends financial planning, discretionary portfolio management and pension consulting alongside accounting-related services. Its stated allocation preference is equity-oriented: the largest portion of client assets sits in exchange-traded equities, and portfolios appear built around liquid, listed securities held at a retail/active custody platform. Fee arrangements include a percentage-of-AUM model alongside hourly charges for advice, which suggests the firm mixes ongoing managed accounts with project-based planning work. The firm does not report an ESG-focused mandate and is not classified as a capital allocator; its business model emphasizes direct portfolio management and planning for smaller institutions, businesses and individuals rather than large-scale third-party alternative sourcing.

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