Portfolio Management

Our goal is to serve as capital wealth advisors and as capital allocators. We will choose the right level of advice for your needs, with a clear explanation of the process that entails. We constantly monitor our clients’ investments and will continue to work towards your ultimate goals.


Our key clients consist of individuals, family offices, corporations, public and private pension funds, benefit plan sponsors, and large and small scale non-profit organizations. We manage both discretionary and non-discretionary portfolios. Our team of professional analysts and portfolio managers discusses your investment objectives at Investment Committee meetings which take place at frequent intervals. Decisions about investment mix, asset allocation and policy implementation are then taken to ensure sustainable returns for all stakeholders.


We strive to diversify risk by dynamically allocating our strategies into a variety of assets both in the U.S. and in foreign developed markets or emerging markets* when warranted. Not only this, but we develop a mix of both equity and debt instruments to generate sufficient returns and balance risk against performance. We follow an active style of management whereby our team diligently endeavor to generate returns which exceed the market averages by actively managing a portfolio through proactive decision-making based on extensive research.

*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.