Summit Global Investments, an SEC Registered Investment Adviser. Summit Global Investments focuses on delivering managed risk strategies and portfolios to Institutions, Registered Investment Advisors, high net-worth families, family offices and retail investors. Summit Global Investments strategies focus on US Large Cap, US Small Cap, Global, Global Income, Dynamic Tactical, International, Options Strategies, Private Capital and Private Funds. This is accomplished through a proprietary investment methodology that seeks to enhance portfolio returns through equity risk management. SGI also supports and works across numerous distribution channels for SGI's self-directed brokerage offerings. SGI's client model strategies enable advisors in the US to work with their clients current retirement assets that are currently held in employer sponsored plans. SGI's focus is on multi-factor research, which attempts to lower portfolio volatility. A founding principle of SGI is one that consistently incorporates socially responsible and governance guidance within parameters set by the Investment team. SGI's investment philosophy is rooted in academic research with a highly quantitative approach utilizing active individual equity management coupled with a rigorous fundamental overlay process.Investment management firm with multiple avenues of growth. Corporate, Institutional, UHNW and retail channels. Deep group of investment professionals, multiple CFA's. Believe in equity participation amongst employees and paths to additional equity participation. Multiple custodial relationships for your existing AUM. Excellent front and back office technology (some proprietary). Incredible support across the Firm for IAR's and RIA's looking to sell their practice and those seeking to free up more time to build your advisory business.

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