Summit Strategies Group

Investment ManagementMissouri, United States51-200 Employees

Summit Strategies Group is located in St. Louis, Missouri, and has been 100% employee-owned since its 1995 inception. Summit provides results-driven investment consulting services to institutional investors of all types, while maintaining its focus on independence. Client types include: hospitals/healthcare systems, endowments and foundations, corporations, public pension plans, Taft-Hartley pension plans, defined contribution plans, and insurance reserves. Summit's Services Consulting: Summit’s consultants are directly responsible for all aspects of the client relationship, including project coordination and asset allocation/strategic recommendations; and, Summit puts its entire team to work for every client. Modeling: Summit has deep experience in conducting asset modeling of all types – asset/liability studies for pension plans, asset/spending modeling for endowments and foundations, and integrated asset/financial modeling for hospitals and healthcare systems – utilizing both external and proprietary models. Manager Research: Summit’s analysts offer expertise in both traditional and alternative asset classes, and provide continuing research, evaluation, monitoring, and recommendations using a detailed, in-depth evaluation process. Risk Analysis: Our risk analysts provide comprehensive risk evaluation utilizing state-of-the-art modeling software, allowing Summit’s clients to make sound decisions regarding plan-appropriate levels of risk and volatility. Defined Contribution Services: Summit’s DC Services group provides a wide range of DC-specific services including governance, plan review, fund searches, third-party provider evaluations, retirement readiness evaluation, ongoing monitoring, and comprehensive reporting. Performance Measurement: Our in-house staff of performance analysts calculates, reconciles, and reports reliable results to clients via monthly and quarterly reporting, with daily online updates available.

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