Summit Financial Strategies Investment Philosophy

At Summit, we believe that 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 will receive specific investment recommendations, incorporating no-load mutual funds, stocks, bonds, separately managed accounts, and other carefully selected specialty investments.

Because we are compensated only by the fees paid to us by our clients and NEVER receive a commission from the financial products we recommend, you can rest assured that our advice is unbiased and based solely on your best interests.

Investment Presentation - view this presentation to learn about Summit’s investment philosophy