Investment Solutions for Non-Profits, Foundations and Endowments
A trusted partner to those who serve the greater good.
As a firm and a fiduciary, we are passionate about always working in your best interest and being a valuable, independent and unbiased financial partner in support of your mission.
We are focused on helping you manage, protect and grow the assets critical to ensuring you can deliver on your mission today and long into the future.
Your Mission Deserves Excellence
We focus on serving small and medium size non-profit organizations. We understand that non-profits have different financial and investment needs than the general investing public.
Smaller non-profit organizations do not generally have access to the sophisticated investment strategies and risk management techniques the much larger organizations enjoy to help them financially support their mission and plan for the future. Smaller non-profits have therefore been forced to choose between suboptimal investment strategies, advisors and investment portfolios designed for the general investing public.
3Summit was founded to level-the-playing-field for smaller non-profit organizations. We believe your mission deserves the most sophisticated, well-researched investment strategies and risk management techniques available to help you ensure you can meet the needs of those you serve.
Comprehensive Investment Services
3Summit is a fee-only investment management firm. We charge a competitive fee based on a percentage of assets we manage for your organization. Our mission is the success of your mission, therefore in addition to managing your investment portfolios we also offer a full compliment of additional financial services for no additional fee.
Investment management
We design and manage investment portfolios that seek to generate higher long-term returns with low levels of risk compared to conventional portfolios.
Cash Management
We design a cash management plan and help ensure you are maximizing returns from your cash reserves.
Financial Risk consulting
We help you evaluate and manage the financial risk of your entire organization.
Investment Analysis
We help you understand and monitor the investment risk of assets under our management as well as those outside our management.
investment policy consulting
We work together to clearly define your organizations investment policy ensuring you are good stewards of your financial capital and able to meet your financial needs and objective far into the future.
endowment consulting
We help organizations better manage existing endowment funds. For organizations without an endowment we help assess if one is right for their mission and organization and help in launch new endowment funds when appropriate.
Transparency and Access
We provide cutting edge software tools to ensure you have full transparency into the investments we manage on your behalf. You also have direct access to the investment decision makers responsible for managing your portfolios.
Thought leadership
3Summit is dedicated to continuous financial market research and innovation. We produce regular investment thought pieces in an effort to educate our clients.
Investment management
We design and manage investment portfolios that seek to generate higher long-term returns with low levels of risk compared to conventional portfolios.
Cash Management
We design a cash management plan and help ensure you are maximizing returns from your cash reserves.
Financial Risk consulting
We help you evaluate and manage the financial risk of your entire organization.
Investment Analysis
We help you understand and monitor the investment risk of assets under our management as well as those outside our management.
investment policy consulting
We work together to clearly define your organizations investment policy ensuring you are good stewards of your financial capital and able to meet your financial needs and objective far into the future.
endowment consulting
We help organizations better manage existing endowment funds. For organizations without an endowment we help assess if one is right for their mission and organization and help in launch new endowment funds when appropriate.
Transparency and Access
We provide cutting edge software tools to ensure you have full transparency into the investments we manage on your behalf. You also have direct access to the investment decision makers responsible for managing your portfolios.
Thought leadership
3Summit is dedicated to continuous financial market research and innovation. We produce regular investment thought pieces in an effort to educate our clients.
