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Summit Investment Management, LTD Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Summit Investment Management, LTD is a Milwaukee-based financial services firm established in 1987 that provides planning and guidance alongside actively managed investment portfolios for both individual and institutional clients. The company operates as an independent, employee-owned, fee-only Registered Investment Adviser, emphasizing disciplined investment approaches grounded in fundamental factors that the firm believes drive long-term performance. Its portfolio managers bring collectively extensive experience, with a philosophy that fundamentals endure amid market fads. The firm serves investors seeking structured, evidence-based investment management and financial planning in a professional, localized setting.

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

Summit Investment Management, LTD Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Summit Investment Management, LTD's Leadership

  • Stylized image of a person
    S. T.
    Owner
    Mobile Phone
  • Stylized image of a person
    R. C.
    Portfolio Manager
    Mobile Phone

Summit Investment Management, LTD Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Summit Investment Management, LTD

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. T.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    R. C.
    Portfolio Manager
    Mobile Phone
    Mar 27, 2024

Frequently Asked Questions

What is Summit Investment Management, LTD known for?

Minus sign iconPlus sign iconSummit Investment Management, LTD was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-414-291-****
. Explore Summit Investment Management, LTD's company overview page for more information.

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

Minus sign iconPlus sign iconSummit 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?

Minus sign iconPlus sign iconSummit Investment Management, LTD has approximately 7 employees as of August 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 August 2026, Summit Investment Management, LTD's key employees include:

  • Owner: S. T.
  • Portfolio Manager: R. C.

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