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United States
1984 (42 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Summit Portfolio Management
Company Information
Get to know Summit Portfolio Management
Founded in 1999, Summit Portfolio Management, Inc. is an independent, fee-only investment advisory firm dedicated to helping individuals, families, and institutions achieve their financial goals. The firm emphasizes a disciplined, long-term investment philosophy based on academic research, focusing on asset allocation and portfolio diversification. As a fiduciary, they are committed to acting in their clients' best interests, offering services that include personalized financial planning, retirement planning, and discretionary investment management without selling proprietary financial products or earning commissions.
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