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Summit Financial Group

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Summit Financial Group

Overview:

Who is Summit Financial Group?

The professionals at Summit Financial Group provide comprehensive asset management to the institutional investor and high net worth investment marketplace. We deliver the benefits of a sophisticated understanding of capital markets, asset allocation, portfolio structure, specialist investment managers and continuous portfolio management. Summit Financial Group will customize a comprehensive investment management program designed to meet the objective and needs of our clients, through an asset allocation modeling approach which directly utilizes information gained through our initial investment review.

What Makes Us Different?

Our investment approach offers a stand-alone alternative to both traditional consulting and the multitude of institutional money management products and services currently available. As your investment partner, Summit Financial Group will focus first and foremost on two of the determinants that have great impact on the portfolio performance:

1. Asset Allocation*

2. Portfolio Structure

Our full-time responsibility is to remain current on all the issues our clients may be facing – and to ensure that our recommendations consider the growing list of challenges which may be presented to our clients.

Summit Financial Group will design a solution according to the individual needs of our clients. The primary focus will flow through the development of a program that is designed to add value to the overall financial strength of our clients.

Many of the challenges in the management of institutional funds can have a significant impact on the effectiveness of an organization. Foremost, by allocating resources to “experts” in the investment world, our clients will have better information to ensure long-term success.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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