Return to Office Plan We are excited to welcome back our staff and clients to our office effective July […]
In response to the ongoing written disclosure requirement placed upon registered investment advisers, we have published our March 2021 Firm Brochure (Form ADV Part 2A), May 2021 Client Relationship Summary (Form CRS) and Privacy Notice. While this information is available on Summit’s website, you may request hardcopies by submitting a request to [email protected] or calling us at 614-885-1115.
The Firm Brochure and Client Relationship Summary provides information about our advisory business and practices. Please direct any questions you may have to Timothy Swain, our Chief Compliance Officer.
Summit Financial Strategies, Inc. continues to manage your investment assets in accordance with your most current designated investment objectives. Unless and until you advise us otherwise, in writing, we will assume that your investment objectives remain the same; and we will continue to manage your assets in the same manner as we do currently.
Please remember to advise us if there are any changes in your personal/financial situation or investment objectives, or if you wish to impose, add, or modify any reasonable restrictions to our investment management services.
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Holiday Greetings from Summit! CLICK HERE for a virtual holiday card from our Summit family! Summit Will Be […]