During our meetings together to review your financial plan, we’ll create a personal Investment Policy Statement that will help your team build a customized, long-term strategy. Your portfolio will include a mix of thoughtfully selected investments designed for the long-term, rather than timed to the market.

And, because we are a fee-only firm and do not accept commissions from the products we recommend, you can be absolutely sure that our recommendations are based on your best interests alone.

Video 1: Welcome to Summit

Video 2: Investment Policy Statement and Portfolio Construction

Video 3: Investment Approach

Video 4: Behavioral Finance

Video 5: Stocks, Bonds, and Market Diversifiers

Video 6: Rebalancing and Reporting

Full Investment Philosophy Presentation

Contact Us

If you’d like to learn more about our services, please fill out the form or call us direct at (614) 885-1115.

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Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495