Summit Global Investments manages investment portfolios for individual clients, families, institutional investors, and registered investment companies. Founded in 2010 and headquartered in Bountiful, Utah, the firm specializes in a managed risk approach to equity investing, aiming to capture market upside while minimizing downside risk. Summit Global Investments constructs portfolios using a variety of securities, including proprietary mutual funds and exchange-traded funds, equities, fixed income, options, and private funds. In addition to investment management, the firm offers financial planning services for a separate flat fee. Summit Global Investments works with clients directly or through referring investment advisors, and also maintains relationships with third-party trading platforms and broker-dealers to support execution and administration.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees are maximum rates and may be lowered based on client investment objectives, risk profile, suitability, and asset allocation. Accounts are subject to a maximum annual administrative fee of $60 per household.