Investment Solutions for Individuals, Families and Family Offices

A trusted financial partner, focused on your investing success.

We are an independent and unbiased fiduciary, focused on always working in your best interest to ensure you achieve your unique investing and financial goals.

We design and manage investment portfolios unique in their sophistication and quality to help you protect and grow your wealth.

You Deserve the Highest Quality Investment Management

Individuals face many challenges when looking for an investment advisor to help them manage their most important financial assets. The investment advisor market is flooded with advisors offering expensive, low quality investment portfolios, laden with hidden fees, direct conflicts of interest, insurance products and excess risk that all threaten their financial success. To make matters worse, many advisors are sales people selling investment management as just another consumer product, they are not expert investors qualified to design and manage investment portfolios.

3Summit was founded to provide individuals an experienced financial partner they can trust to help them grow and protect their wealth.  3Summit was designed from the ground up, to level the playing field for individuals by delivering the same quality of investment management that the largest institutional investors enjoy and to resolve the issues of competence and trust that pervade the individual investment advisor market.

Comprehensive Investment Services

3Summit is a fee-only investment management firm.  We charge a competitive fee based on a percentage of the assets we manage for you.  Our mission is for investing and financial success, 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.

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.

retirement readiness review and planning

Are you financially ready to retire? Do you risk running out of money? We can help you answer these questions and give you a better understanding of any financial risks you may face in retirement. We can also help you better plan your strategy for claiming Social Security benefits and drawing down on your nest egg.

tax efficient trading and planning

Minimizing the impact of taxes is almost as important as having an appropriately managed investment portfolio. We create custom investment portfolios, which gives us the freedom to carefully plan portfolio transitions and greatly minimize the impact of taxes. We are not accountants and cannot give tax advice, but we can work closely with you and your accountant to make sure you are not surprised by a large tax bill as a result of changes in your investment portfolio. The less you pay in taxes the more money you will get to keep and grow over time.

Risk management and insurance planning

Insurance can be an important part of a comprehensive financial risk management plan. Whether you own a business or have a family that relies on your income, insurance and other forms of risk management can play an important role in securing you and your family’s financial future. We do not sell insurance, but we can help you understand insurance products that make sense for you. We are happy to join you in discussions with your insurance agent to make sure you are fully informed and make the best financial decisions possible.

Client education and thought leadership

Foundational knowledge of markets and the process of investing can help you develop greater market resilience allowing you to reach peak performance. We produce regular educational content that is supported by our rigorous investment research to bring you a greater understanding of how your money is invested.

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.

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.

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.

retirement readiness review and planning

Are you financially ready to retire? Do you risk running out of money? We can help you answer these questions and give you a better understanding of any financial risks you may face in retirement. We can also help you better plan your strategy for claiming Social Security benefits and drawing down on your nest egg.

tax efficient trading and planning

Minimizing the impact of taxes is almost as important as having an appropriately managed investment portfolio. We create custom investment portfolios, which gives us the freedom to carefully plan portfolio transitions and greatly minimize the impact of taxes. We are not accountants and cannot give tax advice, but we can work closely with you and your accountant to make sure you are not surprised by a large tax bill as a result of changes in your investment portfolio. The less you pay in taxes the more money you will get to keep and grow over time.

Risk management and insurance planning

Insurance can be an important part of a comprehensive financial risk management plan. Whether you own a business or have a family that relies on your income, insurance and other forms of risk management can play an important role in securing you and your family’s financial future. We do not sell insurance, but we can help you understand insurance products that make sense for you. We are happy to join you in discussions with your insurance agent to make sure you are fully informed and make the best financial decisions possible.

Client education and thought leadership

Foundational knowledge of markets and the process of investing can help you develop greater market resilience allowing you to reach peak performance. We produce regular educational content that is supported by our rigorous investment research to bring you a greater understanding of how your money is invested.

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.

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