Summit Investment Management Ltd.
Homepage http://www.suminvest.com
LinkedIn Profile https://linkedin.com/company/summi***t-managem***
HQ Location
United States , Wisconsin, Milwaukee400 East Wisconsin Ave Suite 102 Milwaukee, Wisconsin 53202 United States
Summit Investment Management, founded in 1987, provides disciplined, actively managed investment portfolios for individual and institutional investors. The firm is an independent, employee owned, fee only Registered Investment Adviser.
Our investment approaches are based on the belief that fundamental factors drive the long term performance of any asset. In the combined investment experience of our portfolio managers of over seventy-five years, investment returns will ultimately hinge upon fundamentals despite repeated flights of fancy in the market. These flights of fancy have shown themselves to be transitory while investment basics have endured throughout market history. Investors caught up in the fads of the moment are usually those who learn this lesson the hard way.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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