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- Summit Diversified Funds Portfolio
Our Diversified Funds Portfolios are investment accounts made up of top-notch mutual funds with no sales charges (load). Over 8000 mutual funds traded in the U.S are available through Summit Asset Strategies. Based on your investment objective and risk profile, your investment advisor will customize an asset allocation suitable for your investment needs.
Please review the Schedule F of the Summit Asset Strategies Form ADV Part II for information regarding annual management fees and investment minimums.
- Summit Strategic Portfolio
The Summit Strategic Portfolio is a customized blend made up of individual equities, bonds, Exchange Traded Funds and no-load mutual funds for the international holdings. Its objective is to achieve balanced capital appreciation with a focus on capital preservation. It suits investors seeking long term investment growth with less volatility compared to its benchmark. Your investment advisor will consult with you to see if this strategy is appropriate for your investment needs. Please review the Schedule F of the Summit Asset Strategies Form ADV Part II for information regarding annual management fees and investment minimums.
- Summit Reverse Allocation Portfolio
The Summit Reverse Allocation Portfolio blends securities that are non-correlated to market return with Summit Strategic or Summit Diversified Funds Portfolio. The non-correlated investment is centered as a core holding in an attempt to lower the volatility of the overall portfolio.
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