Solving the Puzzle of Financial Goals—Together
Serving Institutions, Businesses, Individuals, and Families
View from the Summit
20,000+
Families, Institutions, Individuals, and Businesses
100+
Financial Advisors and Insurance Agents
$2.5 Billion
Assets Under Management
30+ Years
Investment Advisory Experience
Data Includes Summit Global Private Wealth, Summit Global Investments, and Summit Global Financial
Want Learn More about Summit Global Investments?
Summit Global Investments is the Investment Management team behind all Summit Global. While advisors everywhere have access to incorporate Summit Global Investments (SGI) Mutual Funds and ETFs into their client portfolios, Summit Global Private Wealth is the only Registered Investment Advisor (RIA) whose Financial Advisors have access to SGI proprietary Asset Allocation Models, and Alternative Investment team.
Yahoo Finance - 08/29/24
SGI's Dave Harden joins the Good Buy or Goodbye segment and shares his picks. ...more
Video Interviews
August 29, 2024•0 min read
Bloomberg Radio - 08/29/24
Dave Harden, CIO, talks with Bloomberg about where he sees areas of opportunity. ...more
Audio Interviews
August 29, 2024•0 min read
Schwab Network - 08/29/2024
Dave Harden, CEO and CIO, shares market insights with Oliver Renick. ...more
Video Interviews
August 29, 2024•0 min read
Vision, Mission, and Values
Vision
To Share and Build the Most Trusted Financial Advisors
Mission
Make a Meaningful Contribution for Our Clients
Values
I. Urgency & Focus
Be Our Client’s Best Resource Act.
Keep Focus Simple.
Do Better.
Inspire Others.
Take Responsibility and Be Accountable to Our Clients.
II. Integrity And Transparency
Do the Right Thing.
Be Transparent and Communicate Clearly and Effectively—Every Time and with Each Connection.
III. Trust And Understanding
Understand Clients Thoroughly.
Learn and Honor their Goals, Objectives, and Desires.
Be Trusted by Clients.
IV. Optimism And Accountability
See & Be the Best.
Be Team Players.
Allow the Team to Honor and Respect You.
V. Power of the Team
Our Success will be Determined by Our Relationship to Each Other.
Contact Us
Want to learn more about working with our Advisors and how investing with our Managed Risk Approach™ can help investors achieve their financial goals?
Call Us Today
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