Founded in 2015 by a team of advisors from Barclays, Summit Trail Advisors is a private, employee-owned firm built on the principle of providing objective and customized investment advice. The company operates as a Registered Investment Adviser (RIA), serving a select clientele of ultra-high-net-worth individuals and institutions across the United States. Its mission is to deliver a boutique client experience with the resources of a larger institution, focusing on holistic wealth management, portfolio construction, and strategic financial guidance.

Founded in

United States