Summit Portfolio Management

Portfolio Engineering links clients' financial objectives to a portfolio strategy. Summit Portfolio Management is an independent, fee-only financial advisory firm providing wealth management consulting and portfolio management. Its services include goals-based financial planning, investment management, portfolio analysis, and qualified plan consulting. The firm works with high-net-worth individuals, qualified plan fiduciaries, trusts, and private foundations. Its planning process helps clients map out ways to pursue lifetime goals, while portfolio analysis assesses risk exposure and identifies opportunities. Summit also offers tax minimization, legacy and estate planning, college funding, and financial independence planning. Its investment approach draws on academic research and uses globally diversified portfolios, asset allocation, and rebalancing. The firm describes itself as a fiduciary, legally bound to provide objective advice.