Summit Portfolio Management is an independent fee-only financial advisory firm based in Las Vegas, NV, offering comprehensive wealth management consulting and portfolio management services. With a focus on high net worth individuals, qualified plan fiduciaries, trusts, and private foundations, Summit provides personalized financial planning and investment management solutions based on Nobel Prize-winning research and analysis.
As a fiduciary, Summit is committed to providing objective advice and a wide range of investment options without the conflicts of interest commonly associated with traditional brokerage firms. Their portfolio engineering approach combines clients' financial objectives with the latest academic research to create tailored strategies that aim to maximize returns while managing risk. By utilizing low-cost, globally diversified portfolios and emphasizing asset allocation and rebalancing, Summit strives to empower long-term growth and financial success for their clients.
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