Summit Global Investments

Financial ServicesUtah, United States51-200 Employees

Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010.  As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners.  Summit Global Investments is located in Salt Lake City, UT area.

Summit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience.  Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETF’s in the market place that invest into U.S., Global and Small-Cap equities.  We are dedicated to enhanced risk management strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as ’40 Act Funds.

SGI offers a unique approach to risk management strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers/advisors is how Summit Global Investments manages risk that are found in a portfolio.  The better one understands the risks inherent within a portfolio the better the portfolio will perform as one expects.

For full disclosures, see: https://tinyurl.com/2wdjhjnu

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