Summit Global Investments

Overview

Summit Global Investments is a private investment firm headquartered in Bountiful, Utah, specializing in a disciplined, managed-risk, multi-factor investment process designed to identify attractive investment opportunities. The firm manages multiple investment strategies for its clients, including equity, fixed income, private equity, hedge funds, real estate, and venture capital. Over a full market cycle, their defensive strategies have historically limited downside risks and allowed for participation in market rallies. SGI's mission is clear—to help investors win. They care about return and deeply care about the risk associated with such returns. Ever mindful of the impact on their clients' assets, the combination of risk, return, and impact is at the center of their Managed Risk Approach™. SGI's investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risk, avoids pitfalls and elevated idiosyncratic risks, and drives market returns. The firm offers a range of investment products, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs), catering to individual investors, family offices, institutions, and endowments and foundations. SGI's model portfolios are diversified across asset categories and industries, holding SGI products and selected third-party portfolios deemed best in class. Each portfolio is configured to deliver potential for the best risk-adjusted return for its category. The firm also works with professional financial advisors across the United States, offering a complete investing program or specific strategies to enhance overall portfolios. Advisors partnering with SGI benefit from resources to open new accounts, track client portfolios, and manage fees, significantly reducing administrative burdens. SGI's investment strategies include U.S. Large Cap Equity, U.S. Small Cap Equity, U.S. Small Cap Core Equity, Global Equity, Enhanced Global Income, Alternatives Strategies, and Enhanced Core. The firm is committed to providing institutional-quality risk management accessible to individual investors, aiming to make a meaningful contribution by helping clients achieve their financial goals and objectives. SGI's leadership emphasizes a culture of positivity, professional growth, and accountability, striving to be the most trusted and efficient investment advisor by being the best resource, doing the right thing each and every time, and thoroughly understanding clients' needs. The firm has been recognized as one of America's Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group, reflecting its commitment to excellence in the financial advisory industry.

Investment Focus

• Accredited Investors
• Institutional Investors
• Family Offices
• Endowments and Foundations
• High-Net-Worth Individuals