Summit Global Investments Employee Directory

Financial ServicesUtah, United States51-200 Employees

Summit Global Investments, LLC is a U.S. SEC-registered investment advisor established in 2010 and based in the Salt Lake City area of Utah. The firm concentrates on risk-focused investment management, offering strategies that complement higher-beta approaches, including U.S., global, and small-cap equity exposure, to registered investment advisors, institutional and retail investors through separately managed accounts, platform access, and 40 Act funds. Its approach centers on portfolio-wide risk management, with emphasis on understanding and controlling the risks inherent in a portfolio to support expected performance.

Headquartered in the Salt Lake City region, Summit Global Investments positions itself as an employee-owned firm operated by managing partners. The company communicates a focus on risk-aware solutions and provides various investment access channels for clients, aiming to align risk management with investor needs across different market segments. Recent leadership and activity include the appointment of a new managing director and multiple notable investments across diverse asset holdings.

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