Summit Investment Management, Ltd.

Overview

Summit Investment Management, Ltd. is an independent, corporation-structured registered investment adviser that manages portfolios for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. Summit is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator. Ownership is listed as a combination of a domestic entity and an individual, and the firm's SEC registration year is not specified in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives