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.