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Our Strengths & Difference:
Most financial advisors or brokers will promise a long term dedication to serve clients, but only a few will deliver what they promise. And that is because of the obvious conflict-of-interest that is inherent amongst commission-based advisors. They will first represent their sales quota, then the client. This does not mean clients will always lose their investments, but they are at risk of paying too much for the advice. Because the advisors are likely to get most of their commissions up front, they lack the incentives or motivations to continuously monitor clients’ assets. With the passage of time, clients find themselves left behind by their advisors who are chasing larger assets.
At Summit Asset Strategies, we work on a fee-only basis for investment management and financial planning. It is conflict free because we are accountable only to our clients. We work hard to make sure your assets are preserved, and are growing in a consistent and effective manner. Our performance is judged by our clients who look to see if their financial goals were achieved. There are no hidden agendas. No conflict of interest. Developing innovative and reliable financial strategies for the benefits of the clients is what we do best.
We also provide top-notch monitoring and reviewing services for our clients. In addition to normal monthly account statements, we offer easy to understand quarterly performance review statements, and also offer semi-annual “in-person” review meetings for clients to stay connected with us. Because of the constant communication with our clients, our relationships are strong. They trust and rely on us as the true “trail guide” of the journey to reach the financial summit of their dreams.
Our disciplined investment management strategy is a service you can’t find anywhere else. We look to preservation first before growth. We use fundamental analysis to select the most suitable investment and re-value them on a consistent basis to determine if they still belong within a specific portfolio. We buy to hold for the long term until our client’s goal is achieved. |
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