Summit Rock is an independent advisory firm offering financial advice and portfolio management to a select group of U.S.-based families and charitable institutions. Summit Rock acts as an outsourced investment office, providing customized advice. They work with each client to understand their financial situation and create a portfolio management plan. The firm's investment philosophy focuses on preserving capital, reducing volatility, and increasing long-term purchasing power through asset allocation, manager selection, and due diligence.
Fee Structure
Summit Rock manages investments through SRA Portfolios, which offer diversification and access to investment managers. Each SRA Portfolio charges a management fee of 0.65% of invested assets per year, assessed quarterly in advance. Summit Rock may also receive a Performance Bonus based on performance above industry benchmarks. Clients also pay other fees and expenses related to legal, audit, tax, and administrative services for the SRA Portfolios.