Expertly Managed.
An independent money manager helping you secure the financial future you envision.
Your Hard-Earned Wealth.
We cultivate long term relationships rooted in trust
98%
Client Retention Rate
15
Proprietary
Investment Strategies
22
Years
Average Portfolio Manager Experience
Why our clients stay with us...
Trust
We put our client's interest first...always. Since our inception, we have a 98% client retention rate. We earn our client's trust:
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We are a fiduciary and provide high quality financial advice, free from conflicts of interest. We are a fee only manager - we never take commissions or referral fees.
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We help our clients successfully navigate difficult, emotional financial decisions.
We are discrete and take our client's confidentiality seriously.
Results
We get results for our client's and make sure that your hard-earned wealth is both secure and growing to its fullest potential.
3Summit clients benefit from our decades of experience in designing and managing investment strategies capable of outperforming traditional portfolios whether markets are going up or down. The result is greater wealth over the long-term with much lower risk of large losses along the way.
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Active, high quality investment management is not a luxury, but essential to achieving your long-term financial goals. Superior investment management is not a cost but pays for itself.
3Summit is an independent registered investment advisory firm and not affiliated with a larger investment company, bank or insurance company.
Our independence gives us the freedom to provide unbiased investment advice because we do not have to balance your best interest with the profit motivations of a larger organization.
Independence
Our Fiduciary Pledge
Premier investment management delivered with the highest standard of professional integrity.
As a Registered Investment Advisor, we must adhere to a fiduciary standard of care that requires us to act in your interest at all times. Not all advisors, like traditional brokers, are held to the same strict fiduciary standard.​
We are a “fee-only” advisor, which means we only receive compensation from our clients. We do not receive commissions or referral fees for selling any financial products.
We are your strategic investment management partner.
We understand the challenges you face in achieving great investing results. That is why we design custom investment solutions that deliver our clients an investing edge in reaching their long-term financial objectives.
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Our rigorous investment process results in superior investment portfolios constructed around the most advanced investment strategies and risk management capabilities available to investors.
