Plan with Us

Client Support

If you are a current client of a Summit Global Advisor who has a question regarding your investments, please reach out to your Financial Advisor.

If for any reason you are having difficulty reaching your Financial Advisor, please contact us at (888) 251-4847, or email us at [email protected].

Advisor Support

If you are a Financial Advisor with Summit Global, or if you are not yet a Financial Advisor with Summit Global and are looking to join our team, please contact our Advisor Support team at (XXX) XXX-XXXX or email [email protected].

Institutional Support

If you are an institutional client of Summit Global Investments, please visit our parent company's site www.sgiam.com or email [email protected] for any related needs.