Summit Investment Management, LTD Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Summit Investment Management, founded in 1987, provides planning and guidance along with disciplined, actively managed investment portfolios for individual and institutional investors.  The firm is an independent, employee-owned, fee-only Registered Investment Adviser.

Our investment approaches are based on the belief that fundamental factors drive the long term performance of any asset. In the combined investment experience of our portfolio managers of over seventy-five years, investment returns will ultimately hinge upon fundamentals despite repeated flights of fancy in the market.  These flights of fancy have shown themselves to be transitory while investment basics have endured throughout market history.  Investors caught up in the fads of the moment are usually those who learn this lesson the hard way.

Find Summit Investment Management, LTD employees' phone numbers or email addresses

Summit Investment Management, LTD Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Summit Investment Management, LTD's Leadership

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    T. C.
    President - Catholic Investment Strategies And Vp & Chief Investment Officer Summit Investment Mgmt
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  • Stylized image of a person
    S. T.
    Owner
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  • Stylized image of a person
    T. C.
    Digital Marketing Director
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  • Stylized image of a person
    T. C.
    Portfolio Manager
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    K. D.
    Operations And Client Services Manager
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  • Stylized image of a person
    R. C.
    Portfolio Manager
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  • Stylized image of a person
    R. C.
    Portfolio Manager
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Summit Investment Management, LTD Employee Metrics

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50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Summit Investment Management, LTD

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. C.
    President - Catholic Investment Strategies And Vp & Chief Investment Officer Summit Investment Mgmt
    Phone icon
    United StatesWisconsin
    Jan 08, 2026
  • Stylized image of a person
    S. T.
    Owner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    T. C.
    Digital Marketing Director
    Phone icon
    United StatesMissouri
    Jan 07, 2026
  • Stylized image of a person
    T. C.
    Portfolio Manager
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    United StatesWisconsin
    Nov 16, 2025
  • Stylized image of a person
    K. D.
    Operations And Client Services Manager
    Phone icon
    Feb 16, 2026
  • Stylized image of a person
    R. C.
    Portfolio Manager
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    United StatesWisconsin
    Oct 18, 2024
  • Stylized image of a person
    R. C.
    Portfolio Manager
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    Mar 27, 2024

Frequently Asked Questions

What is Summit Investment Management, LTD known for?

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Summit Investment Management, LTD was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 400 East Wisconsin Avenue Suite 102 Milwaukee, Wisconsin 53202 United States; you can contact the main corporate office by phone at . Explore Summit Investment Management, LTD's company overview page for more information.

What is Summit Investment Management, LTD's most common email format?

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Summit Investment Management, LTD employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Investment Management, LTD email formats with LeadIQ.

How many employees does Summit Investment Management, LTD have currently?

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Summit Investment Management, LTD has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Summit Investment Management, LTD's key employees and leadership?

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As of February 2026, Summit Investment Management, LTD's key employees include:

  • President - Catholic Investment Strategies And Vp & Chief Investment Officer Summit Investment Mgmt: T. C.
  • Owner: S. T.
  • Digital Marketing Director: T. C.
  • Portfolio Manager: T. C.
  • Operations And Client Services Manager: K. D.

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