Summa Corp. manages investment portfolios and provides supervisory services, consulting, and family office services for individuals, high net worth individuals, other investment advisors, and corporations. Summa Corp. builds customized portfolios focusing on long-term capital preservation and absolute returns, investing across a wide range of assets including equities, options, debt instruments, government securities, hedge funds, mutual funds, and exchange-traded funds. Summa Corp. offers both discretionary and non-discretionary account management, tailoring strategies to each client's specific investment objectives and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Equity and balanced accounts are charged 1% annually. Fixed income accounts under $2 million are charged 0.75% annually. Fees for accounts over $2 million are negotiable.