LOW VOLATILITY
A Managed Risk Approach to Equity Investing
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Mastering Market Volatility Over a Full Risk Cycle
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Who we Serve
Institutional Investors
Institutional Investors demand the very best from their investment managers. Summit Global Investments principals have decades of experience managing significant low volatility portfolios for Institutions and have worked with leading U.S. investment groups throughout our careers.
Financial Advisors
As a trusted advisor you are continually seeking ways to help your clients obtain consistent returns while protecting the wealth you’ve helped them generate from their investments. We share this passion and drive in actively managing our U.S. Low Volatility Equity Strategy.
Individual Investors
You have worked hard to establish your investment portfolio. At Summit Global Investments we work hard in managing clients portfolios. Our strengths are as experts in capital preservation while participating in the upside that the equity markets may offer.
3364991053
(205) 661-3783
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Institutional Investors
Institutional Investors demand the very best from their investment managers. Summit Global Investments principals have decades of experience managing significant low volatility portfolios for Institutions and have worked with leading U.S. investment groups throughout our careers.
708-208-9855
Financial Advisors
As a trusted advisor you are continually seeking ways to help your clients obtain consistent returns while protecting the wealth you’ve helped them generate from their investments. We share this passion and drive in actively managing our U.S. Low Volatility Equity Strategy.
2816459712
Individual Investors
You have worked hard to establish your investment portfolio. At Summit Global Investments we work hard in managing clients portfolios. Our strengths are as experts in capital preservation while participating in the upside that the equity markets may offer.
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Our Low Volatility Strategy
As experts in the Low Volatility space, we offer a unique approach with our Low Volatility US equity strategy. Our focus starts and ends with managing risk. This systematic approach to investing in lower risk, lower volatility stocks gives us the opportunity to build portfolios that perform better, protect better, provide more diversification, and give investors a smoother ride.
Give us a call to discuss how we can help you to Reduce Risk and Retain Returns.™
9893224402
Read our Market Commentary
November 13, 2018
October 16, 2018
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October 11, 2018
August 1, 2018
November 13, 2018
October 16, 2018
(250) 869-7994
October 11, 2018
7062785662
August 1, 2018
November 13, 2018
October 16, 2018
October 11, 2018
August 1, 2018
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580-281-9975
9048016651
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(575) 940-7395 Contact
620 South Main Street Bountiful, UT 84010 | 888-251-4847