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Summit Global Investments

Summit Global Investments

620 South Main Street, Bountiful (UT), 84010, United States

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(888) 251-4847

Work hours
MO 08:00 – 17:00 SA closed
TU 08:00 – 17:00 SU closed
WE 08:00 – 17:00
TH 08:00 – 17:00
FR 08:00 – 17:00
About Summit Global Investments, LLC is a Salt Lake City-based SEC registered investment advisor founded in 2010.
Summit Global Investments cover
Description Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area with offices in Raleigh, NC area & San Francisco, CA area.

Summit Global Investments was founded by three life long Executives in the Investment Management space, with over 50 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETF’s in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to managing low volatility equity strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as our ’40 Act Mutual Fund – Summit Global Investments U.S. Low Volatility Equity Fund, Ticker: SILVX. (sold by prospectus only)

As experts in the Low Volatility space, we offer a unique approach to low volatility portfolios with our Low Volatility equity strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers is how Summit Global Investments manages the overall risk and volatility of the total portfolio through individual stock selection.
  • 620 South Main Street, Bountiful (UT), 84010, United States
  • Get Directions

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