Summit Private Clients Overview
A Private Clients account integrates your investment goals with your professional advisor and our investment management services. Together we design the solution that’s right for you. And while our services are designed specifically for you, all of our clients experience the same attentiveness during the account creation process.
Client Profile
Our relationship begins with your goals. Working side-by-side with an investment advisor, we develop a client profile based on your risk tolerance, cash flow needs and an appropriate timeline to achieve your goals. Your client profile gives us important information that we use to develop an asset allocation strategy for your account.
Asset Allocation Strategy
Asset allocation is an investment management strategy that addresses the risk of market fluctuations by balancing the different characteristics of investment assets in relation to your goals and tolerance for investment risk. Your asset allocation strategy, implemented in either the Mercury or Gemini product, is the blueprint from which Summit will build your portfolio and make day-to-day decisions.
Currently, we offer two main investment product vehicles: Mercury and Gemini.
- MERCURY — Designed for smaller accounts ($100,000 minimum account size), Mercury utilizes the world of Exchange-Traded Funds (ETFs) to efficiently invest in different asset classes for your customized portfolio.
- GEMINI — For larger accounts ($500,000 minimum account size), Gemini has the added capability to create a customized, tax efficient portfolio utilizing individual securities in certain asset classes and complementing the asset allocation process by investing in ETFs.
Private Clients Brochure
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