At Summit, we believe long-term wealth creation is built on strategic asset allocation and diversified portfolios. We encourage long-term investing and discourage attempts at market timing. Our process begins with a clear understanding of your long-term needs, investing history, time horizon, risk tolerance, and investment preferences to create your Personal Investment Policy Statement.

You receive specific investment recommendations. Portfolio building blocks include separately managed accounts, exchange-traded funds, no-load mutual funds, carefully selected alternative investments, and individual stocks and bonds. Our affiliations provide access to institutionally priced money managers and many funds closed to retail investors. Because we don't accept commissions, we minimize your investment fees.

On-going investment education and reporting, at the level you want, is an important part of owning a portfolio. As your goals and life situation evolve, your portfolio changes with you. Portfolios are tax-managed, with detailed tax reporting available for your accountant.

National Recognition - We've been recognized by Worth magazine as one of "The Best Financial Advisors" in the United States. Medical Economics magazine has repeatedly named us a "Top 150 Financial Advisor for Doctors" and Bloomberg Wealth Manager regularly lists us as one of the "Top Wealth Managers."*

*Rankings do not guarantee results, should not be construed as an endorsement by clients, and are based on information prepared and
submitted by the advisors assessed.

Team Approach - Our Advisors' best ideas are available to every client. You will work closely with one Advisor. In addition, a designated team of Advisors, Staff Financial Advisors, and administrators, will contribute behind the scenes to prepare for your meetings and implement your plans

Experience - Our Advisors have many decades of experience in financial services, bringing you depth and diversity of knowledge.

Education - Our professional designations and advanced degrees are a testimony to our knowledge and ongoing commitment to education. Each Advisor has earned one or more exemplary professional designations, exceeding the industry's most rigid credentialing requirements.

Saving You Time - You are busy. We organize, simplify, and make recommendations. You make the decisions and we do the work to implement them whenever possible.

Lifetime Commitment - Our goal is to partner with clients for a lifetime. You can have peace of mind knowing that we will be here to provide services to you and your family in the future.

Local Flavor, National Scope - We work with clients in the Central Ohio area and throughout the United States, wherever life leads them.

Tradition - Summit was established in 1995 with a commitment to providing personalized service to clients using a team approach. By design, we are small enough to readily respond to your needs, yet large enough to provide you with outstanding resources.