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Summit Investment Management, LTD

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summit investment management, founded in 1987, provides disciplined, actively managed investment portfolios for individual and institutional investors. the firm is an independent, employee owned, fee only registered investment adviser. our investment approaches are based on the belief that fundamental factors drive the long term performance of any asset. in the combined investment experience of our portfolio managers of over seventy-five years, investment returns will ultimately hinge upon fundamentals despite repeated flights of fancy in the market. these flights of fancy have shown themselves to be transitory while investment basics have endured throughout market history. investors caught up in the fads of the moment are usually those who learn this lesson the hard way.

Headquarters:
400 East Wisconsin Avenue, Suite 102, Milwaukee, Wisconsin, United States, 53202
Industry:
Financial Services
Founded:
1987
Employees:
0
Annual Revenue:
-

Type: Private
Ticker: -
Retirement InvestingInvestment ManagementSet Up and Administration for Donor Advised Funds, Charitable Remainder Trusts, and Pooled Income Funds.Retirement IncomeCharitable Remainder TrustsWealth AdvisorySet Up and Administration for Donor Advised FundsAnd Pooled Income Funds.
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Summit Investment Management, LTD

Let us help answer the most common questions you might have.

Where is Summit Investment Management, LTD located?

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Summit Investment Management, LTD's headquarters is located at 400 East Wisconsin Avenue, Suite 102, Milwaukee, Wisconsin, United States, 53202

What is Summit Investment Management, LTD's official website?

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Summit Investment Management, LTD's official website is suminvest.com

What is Summit Investment Management, LTD's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Summit Investment Management, LTD's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Summit Investment Management, LTD have?

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Summit Investment Management, LTD has 0 employees

What industry does Summit Investment Management, LTD belong to?

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Summit Investment Management, LTD is in the industry of: Financial Services

What are Summit Investment Management, LTD's social media links?

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Summit Investment Management, LTD Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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