Overview

Summit Investment Partners and Ameritas Investment Advisors are proud to have joined together to become the new, unified Summit Investment Partners. The combination, started in 2006 and finalized in 2007, unites the seasoned investment professionals from both Advisors into one Summit Investment Partners team. The combined resources give us a competitive edge and a greater ability to utilize our assets while maintaining the same high level of commitment to our clients.

The new Summit Investment Partners offers a broad array of investment products in a variety of classes, delivered by a knowledgeable staff of investment professionals who understand the specific real-world needs of our varied clients. After all, as an entrepreneurial company, we face many of the same challenges you do.

We take a different view of the investment landscape, preferring to identify areas of opportunity and develop innovative approaches to capitalize on those prospects. We work on a one-to-one basis with our clients to address their investment challenges and create programs aligned to their goals. By working with Summit, you can expand the styles and products you offer – or simply use our asset management expertise as a complement to your own. Among the investment capabilities we provide are:

  • Fixed Income
    • Corporate fixed income
    • Mortgage-backed fixed income 
    • High Yield fixed income 
  • Equity 
    • Large cap value equity 
    • Large cap growth equity 
  • Commercial mortgages and real estate

Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc.; Summit Investment Partners, Inc.; and Union Central Mortgage Funding. Summit Investment Advisors, Inc. and Summit Investment Partners, Inc. are registered investment advisors managing more than $11 billion in assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net worth individuals. Union Central Mortgage Funding originates, aggregates and sells commercial mortgages via securitization, servicing more than $450 million of assets.

Summit Investment Partners is an affiliate of the UNIFI Companies, a mutual holding company. The companies owned by UNIFI offer the following products and services: life insurance, annuities, individual disability insurance, group dental and eye care insurance, retirement plans, investments, mutual funds, banking and public finance. For more information on the UNIFI Companies please visit their Web site at www.UNIFIcompanies.com.

Summit Investment Partners has locations in Cincinnati, Ohio, and Lincoln, Nebraska. Click here to contact us.