Founded in 2008, Summit Global Investments, LLC is an independent, fee-only investment advisory firm. The company operates as a fiduciary, focusing on building customized investment portfolios tailored to the unique goals and risk tolerance of each client. Their investment philosophy is centered on active management, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to manage risk and identify opportunities in global markets. They serve individuals, high-net-worth individuals, and institutions.

Founded in

United States