Investment Services

Today's volatile market economy has caused many to wonder about the security of their investments. After evaluating your goals, time horizon, resources and risk tolerance, we can help you by designing an investment strategy to meet your needs. Managing your portfolio for the long-term requires developing a disciplined methodology for making investment decisions. At Summit Wealth, we can utilize the services of leading money managers to develop a portfolio which is designed especially for your needs. Or we can tailor a program for you which introduces you to an investment style which utilizes the Modern Portfolio Theory and is designed to maximize return while limiting risk This investment strategy combines the leading academic investment research with the practicality of high quality no-load mutual funds.

 
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Insurance Planning Estate Planning
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