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.

Founded in

United States