Summit Global Investments
Financial Services, 620 S Main St, Bountiful, Utah, 84010, United States, 11-50 Employees
Phone Number: +18*********
Who is SUMMIT GLOBAL INVESTMENTS
Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated ...
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Headquarters: 620 S Main St, Bountiful, Utah, 84010, United States
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Date Founded: 2010
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Employees: 11-50
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
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CEO:
Tracie Danner
Email
Phone
Industry: Financial Services
SIC Code: 6799
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NAICS Code: 999990 |
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Summit Global Investments Org Chart and Mapping
Tracie Danner
Executive Assistant to Chief Executive Officer/Chief Investment Officer, President, Founder
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Frequently Asked Questions Regarding Summit Global Investments
Answer: Summit Global Investments's headquarters are located at 620 S Main St, Bountiful, Utah, 84010, United States
Answer: Summit Global Investments's phone number is +18*********
Answer: Summit Global Investments's official website is https://summitglobalinvestments.com
Answer: Summit Global Investments's revenue is $10 Million to $25 Million
Answer: Summit Global Investments's SIC: 6799
Answer: Summit Global Investments's NAICS: 999990
Answer: Summit Global Investments has 11-50 employees
Answer: Summit Global Investments is in Financial Services
Answer: Summit Global Investments contact info: Phone number: +18********* Website: https://summitglobalinvestments.com
Answer: Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area. Summit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETFs in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to enhanced risk management strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as 40 Act Funds. SGI offers a unique approach to risk management strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers/advisors is how Summit Global Investments manages risk that are found in a portfolio. The better one understands the risks inherent within a portfolio the better the portfolio will perform as one expects.
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CEO at Summit Global Investments
Tracie Danner
Executive Assistant to Chief Executive Officer/Chief Investment Officer, President, Founder
Sign in to CIENCE GO Data to uncover contact details
Free credits every month