Summit Global Investments logo — We invest in outstanding companies with the least potential...

Summit Global Investments

We invest in outstanding companies with the least potential for surprises by taking a managed risk approach to investing

Founded 2010 United States Bountiful, United States 86 employees

General Information

Company Name Summit Global Investments
Founded Year 2010
Location United States Bountiful, United States +4
Employees 86
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About Summit Global Investments

Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area. Summit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETF’s in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to enhanced risk management strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as ’40 Act Funds. SGI offers a unique approach to risk management strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers/advisors is how Summit Global Investments manages risk that are found in a portfolio. The better one understands the risks inherent within a portfolio the better the portfolio will perform as one expects. For full disclosures, see: https://tinyurl.com/2wdjhjnu

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FAQ About Summit Global Investments

We invest in outstanding companies with the least potential for surprises by taking a managed risk approach to investing
Summit Global Investments was founded in 2010.
Summit Global Investments is headquartered in Bountiful, United States.
Summit Global Investments has approximately 86 employees.
Top alternatives and competitors to Summit Global Investments include Arque Advisors LLC, Guggenheim Investments, AGF Investments, AlphaClone, Frontier Asset Management, L.L.C.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summit Global Investments and Arque Advisors LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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