Investment Advisory Services
Summit also offers independent Investment Advisory Services if your circumstances don't require full wealth management services. Your first year schedule for investment advisory services will look like this:
| Inception | Data Gathering and Introduction to Investments |
| Month 1 | Investment Recommendations |
| Month 6 | Semi-annual Investment Review |
| Month 9 | Quarterly Investment Reports |
| Month 12 | Semi-annual Investment Review |
After the first year, clients meet with us semi-annually to review investments and also receive quarterly investment reports.