Investment Planning

Here at Summit, after a detailed examination of your existing portfolio, and determining your objectives and tolerance for risk, we can identify the ideal investment opportunities for your situation. We’ll check your asset allocation for tax efficiency, coordinating your investments with your current estate or retirement plans.       

As an independent firm, Summit Financial, LLC is not biased toward any investment style, strategy or products set. Instead, we consider a wide range of options, including mutual funds, Exchange-Traded Funds (ETFs), separate managed accounts, annuities, alternative investments, tactical and hedging strategies. The goal is to create a tax-efficient, global, multi-asset portfolio. To protect our clients during down markets, relatively safe investments such as cash, fixed income securities, annuities, non-correlated assets, hedging and protections strategies are included in portfolio asset allocations.

“What’s most important of all is to build the portfolio that’s the best fit for each client, taking into account many factors such as the client’s age, his or her tolerance for risk, personal goals, tax consequences, and so forth. An effective Investments Plan is just one element of the Comprehensive Financial Plans Summit develops for its clients. Everything flows from this plan.”

Steven Weinman, Chairman, Summit Financial, LLC.