Investment Solutions for Investment Advisors

We help you deliver your clients high quality, differentiated investment portfolios.

3Summit is an investment management firm focused on delivering the highest quality investment solutions available. We design distinct portfolios capable of significantly lowering investment risk without compromising potential long-term returns. We offer investment advisors a complete portfolio management outsourced solution that can be customized to fit your client specific planning recommendations and your unique business needs.

You and Your Clients Deserve Excellence

We design, implement and manage multi-strategy investment portfolios that will differentiate your investment services and lower the risk to your clients and your firm.

We partner with your practice to provide access to high quality investment strategies and risk management techniques generally only available to the largest and most sophisticated institutional investors. We interact with your firm to implement customized portfolio solutions to fit your client by client planning recommendations over a proprietary web-based advisor portal.  We also provide you with a proprietary client web portal unlike any in the industry, which can be fully white labeled and branded for a high quality and seamless user experience for your clients.

We help your firm compete in a competitive industry by keeping costs low, providing you with a highly differentiated offering and backing up your offering with full sales support and client communication deliverables on a quarterly basis. 

Turnkey Asset Management Platform

Customized, High Quality Portfolio Design and Management

We design high quality customized investment portfolios that can dramatically lower investment risk without sacrificing long-term returns.

Collaborative Portfolio Design Process

Using our proprietary web-based platform, we can efficiently collaborate with your firm to deliver customized portfolios capable of delivering on your planning recommendation.

Full Operations Support

3Summit handles the operations related to the management of your client investment accounts.

Sales Support

We provide you sales and marketing presentations that will set your firm apart and help you improve your close rate.

Client Relations Support

3Summit creates high quality client communications content that will add value to your client relationships.

White Label Client Portal

Add value to your clients by providing them access to a unique and high quality user experience on our white labeled client portal.

Transparency and Access

We provide you complete transparency into our investing process and direct access to investment decision makers.

Customized, High Quality Portfolio Design and Management

We design high quality customized investment portfolios that can dramatically lower investment risk without sacrificing long-term returns.

Collaborative Portfolio Design Process

Using our proprietary web-based platform, we can efficiently collaborate with your firm to deliver customized portfolios capable of delivering on your planning recommendation.

Full Operations Support

3Summit handles the operations related to the management of your client investment accounts.

Sales Support

We provide you sales and marketing presentations that will set your firm apart and help you improve your close rate.

Client Relations Support

3Summit creates high quality client communications content that will add value to your client relationships.

White Label Client Portal

Add value to your clients by providing them access to a unique and high quality user experience on our white labeled client portal.

Transparency and Access

We provide you complete transparency into our investing process and direct access to investment decision makers.

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