Summer Fields Investments, LLC

Overview

Summer Fields Investments, LLC is a small, fee-based advisory firm organized as an LLC that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm’s stated investment preference is equity-centric: it allocates almost all client assets to exchange-traded equities and ETFs, and it charges clients a percentage-of-AUM advisory fee. Summer Fields is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser. Investment activity centers on direct management of listed equity exposures, supplemented by allocations to third-party alternative managers. Advisory activities emphasize tailored portfolio management for individual and small-business clients rather than institutional chief-investment-officer services or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices