Summit Strategies Group

Description

• Summit Strategies Group is located in St. Louis, Missouri, and has been 100% employee-owned since its 1995 inception. Summit provides results-driven investment consulting services to institutional investors of all types, while maintaining its focus on independence.Client types include: hospitals/healthcare systems, endowments and foundations, corporations, public pension plans, Taft-Hartley pension plans, defined contribution plans, and insurance reserves.Summit's ServicesConsulting: Summits consultants are directly responsible for all aspects of the client relationship, including project coordination and asset allocation/strategic recommendations; and, Summit puts its entire team to work for every client.Modeling: Summit has deep experience in conducting asset modeling of all types asset/liability studies for pension plans, asset/spending modeling for endowments and foundations, and integrated asset/financial modeling for hospitals and healthcare systems utilizing both external and proprietary models.Manager Research: Summits analysts offer expertise in both traditional and alternative asset classes, and provide continuing research, evaluation, monitoring, and recommendations using a detailed, in-depth evaluation process.Risk Analysis: Our risk analysts provide comprehensive risk evaluation utilizing state-of-the-art modeling software, allowing Summits clients to make sound decisions regarding plan-appropriate levels of risk and volatility.Defined Contribution Services: Summits DC Services group provides a wide range of DC-specific services including governance, plan review, fund searches, third-party provider evaluations, retirement readiness evaluation, ongoing monitoring, and comprehensive reporting.Performance Measurement: Our in-house staff of performance analysts calculates, reconciles, and reports reliable results to clients via monthly and quarterly reporting, with daily online updates available.
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  Headquarters:8182 Maryland Avenue , St. Louis, Missouri, United States

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  Phone Number: +1 314-727-7211

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  Website: https://www.summitstrategies.com

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  Employees:52

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  Revenue:$50 - 100M

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  Legal Name:Summit Strategies Group

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• |  NAICS Code: 523930  |

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