Summit Global Investments was born during the financial crisis of 2007 and 2008 when my father approached me, worried about the economy and stock market. He was retired and wanted to stay that way, asking me to help protect his hard-earned assets. At that time, the only institutions offering similar products and services that I was managing required very large minimums, often as high as $50 million or $100 million. There simply wasn’t a good option for risk management for individual private investors like my dad.

Despite my advanced degrees and years of training and experience, it meant little if I couldn’t help my own family. Driven by the desire to protect my father’s assets, the idea for Summit Global was born. After years of managing money for large institutions, I founded Summit Global in 2010 with the intention of providing asset management techniques not only to the very large institutions but also to individual investors like my dad.

I am devoted and passionate about fostering a culture of positivity, professional growth, and accountability at Summit Global. Today, Summit Global is recognized as one of the nation’s top independent registered investment advisors, having won numerous awards for our management of equity, options, alternatives, ETFs, and mutual funds.

At Summit Global, our mission is to make a meaningful contribution by helping clients achieve their goals and objectives. We strive to be the most trusted and efficient investment advisor by being the best resource, doing the right thing each and every time, and thoroughly understanding our clients’ needs. You are our priority.

Sincerely,

David Harden

Founder, CEO & CIO