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.