SG Trading Solutions (SGTS) focuses on managing assets within the exchange-traded fund (ETF) universe. SGTS acts as a sub-advisor to ETFs, ensuring transactions comply with regulations and prospectus covenants. SGTS's services are limited to managing investment trading for its affiliate, Summit Global Investments (SGI). SGTS does not receive direct compensation from SGI for its services.
Assets Under Management$540M
Clients5
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
SG Trading Solutions (SGTS) does not directly manage investments for individual investors. SGTS provides sub-advisory services to Summit Global Investments (SGI), managing the trading of ETFs. SGTS does not receive direct compensation from SGI for these services.
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