Financial Advisors

As a trusted advisor you are continually seeking ways to help your clients obtain consistent returns without wild fluctuations in their accounts value.  Protecting the wealth you've helped them generate from their investments is paramount to your success. We share this passion and drive and demonstrate this in how we actively manage our U.S. Low Volatility Equity Strategy. Regardless of your methodology in the construction of your client's portfolios, Summit Global Investments approach to low volatility equity investing will continue to differentiate you from the crowd.

RIA’s look to Summit Global Investments to provide them with solutions in managing the equity risk in clients portfolios.   We feel strongly that investors ultimately are not rewarded properly for taking on the market risk of cap-weighted indices.  Through the Summit Global Investments low volatility approach this unmanaged market risk is diversified away and allows for a greater return per unit of risk.   Additionally, the downside protection or smaller drawdown the fund tends to experience during times of higher volatility reduces the potential for losses that the passive index may experience.  This allows our RIA and Wealth Advisor clients to focus their time and efforts in building relationships with their clients vs. the need to continually be making tactical allocation calls given the whims of the markets.  An entire portfolio of all low volatile stocks is not the desired outcome SGI looks for in constructing portfolios.  The determining factors are how Summit Global Investments manages the overall risk and volatility of the entire portfolio through each individual stock.  An optimized portfolio of individual securities permits investors to participate in the potential upside that equities historically have offered while minimizing portfolio risk during market downturns.

As part of your U.S. equity exposure, Summit Global Investments' U.S. Low Volatility Equity Strategy offers many benefits to your clients holdings

• Overall risk reduction
• Higher sharpe ratio
• Significantly lower beta than the market  
• Higher yield

Positioning of Summit Global Investments within your overall asset allocation may complement or replace:

• US equity indices and ETF’s
• Equity income funds
• Alternative higher beta strategies
• Hedge funds
• Low Volatility ETF’s
• Traditional value and growth fundamental strategies

To learn more about the investment options available to you within Summit Global Investments, call or email us today.