Summit Global Investments

Description

• Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area.Summit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETFs in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to managing low volatility equity strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as three 40 Act Mutual Funds Summit Global Investments U.S. Low Volatility Equity Fund, Ticker: SILVX. SGI Small Cap Low Volatility Fund, Ticker: SCLVX and the SGI Global Low Volatility Fund, Ticker: DWUGX (sold by prospectus only)As experts in the Low Volatility space, SGI offers a unique approach to low volatility portfolios through Low Volatility equity strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers is how Summit Global Investments manages the overall risk and volatility of the total portfolio through individual stock selection.
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  Headquarters:620 S Main St , Bountiful, Utah, United States

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  Phone Number: +1 801-797-1728

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  Website: https://www.summitglobalinvestments.com

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  Employees:14

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  Revenue:$1 - 10M

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  Legal Name:Summit Global Investments

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• |  NAICS Code: 999990  |

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