Summit Investment Management, Ltd

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Description

  • Summit Investment Management, founded in 1987, provides disciplined, actively managed investment portfolios for individual and institutional investors. The firm is an independent, employee owned, fee only Registered Investment Adviser. Our investment approaches are based on the belief that fundamental factors drive the long term performance of any asset. In the combined investment experience of our portfolio managers of over seventy-five years, investment returns will ultimately hinge upon fundamentals despite repeated flights of fancy in the market. These flights of fancy have shown themselves to be transitory while investment basics have endured throughout market history. Investors caught up in the fads of the moment are usually those who learn this lesson the hard way.
  • location

    Headquarters:400 East Wisconsin Avenue Suite 102, Milwaukee, Wisconsin, United States

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  • Summit Investment Management, Ltd phone

    Phone Number: +1 414-291-4488

  • Summit Investment Management, Ltd website

    Website: https://www.suminvest.com

  • Summit Investment Management, Ltd employees

    Employees:6

  • Summit Investment Management, Ltd revenue

    Revenue:$1 - 10M

  • Summit Investment Management, Ltd legal name

    Legal Name:Summit Investment Management, Ltd

  • Summit Investment Management, Ltd's Social Media

    Summit Investment Management, Ltd linkedin
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  • |  NAICS Code: 523930  |

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Operations And Client Service Manager for Summit Investment Management, Ltd

Kendra Debaets

Operations And Client Service Manager

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Kendra Debaets

Operations And Client Service Manager

Frequently Asked Questions regarding Summit Investment Management, Ltd

  • Where are Summit Investment Management, Ltd's Headquarters?

    Summit Investment Management, Ltd's Headquarters are in 400 East Wisconsin Avenue Suite 102,Milwaukee,Wisconsin,United States

  • What is Summit Investment Management, Ltd's phone number?

    Summit Investment Management, Ltd's phone number is +1 414-291-4488

  • What is Summit Investment Management, Ltd's official website?

    Summit Investment Management, Ltd's official website is https://www.suminvest.com

  • What is Summit Investment Management, Ltd's Revenue?

    Summit Investment Management, Ltd's revenue is $1 - 10M

  • What is Summit Investment Management, Ltd's NAICS code?

    Summit Investment Management, Ltd's NAICS code is 523930

  • How many employees are working in Summit Investment Management, Ltd

    Summit Investment Management, Ltd has 6 employees

  • What is Summit Investment Management, Ltd's Industry?

    Summit Investment Management, Ltd is in the industry of Financial Services

  • Who is Summit Investment Management, Ltd's Operations And Client Service Manager?

    Summit Investment Management, Ltd's Operations And Client Service Manager is Kendra Debaets

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