Portfolio Consulting

Our responsibilities as a portfolio consultant are to preserve and develop our clients’ assets. Our recommendations and decisions are based on solutions drawn from both in-house and outsourced research and market analysis from the world’s leading research authorities such as S&P Capital IQ, Charles Schwab & Co., Morningstar Research, Argus, Ned Davis, Reuters and Bloomberg to cite the ones we have the most recourse to . We have a dedicated Investment Committee comprised of highly qualified and experienced individuals who specialize in investment advising. Your financial goals and risk-return profiles are thoroughly analyzed by the Committee, which then designs your investment strategy and optimal portfolio.


Throughout the process you’ll be able to determine how well your investments are performing, since we provide access to investment insights that help you reach your goals. Our specialists and investment experts are available to guide you with the best approach to wealth management with complete transparency and accountability through each step of your investment portfolio.


We believe in maintaining a rewarding relationship with our clients in the long term. All recommendations made for the benefit of your portfolio will follow a set of written investment guidelines by means of an Investment Policy. Investment advisory will then develop a portfolio which helps meets your investment objectives and generates sustainable income in the future.


As your portfolio consultant we will have access to your private financial information to fulfill our responsibilities in the best way possible. At the same time we commit not to disclose your personal information to any third party as part of our strictly adhered to privacy policy.

*Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

Investment advisory services offered through The Summit Group Advisors, a registered investment adviser.