Organization

Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned and operated by the managing partners. Summit Global Investments is located in Utah.

SGI was founded by lifelong executives with over 40 years of combined experience in the investment management space. We are dedicated to managing low volatility equity strategies for investors. Registered investment advisors, institutional investors and retail investors are able to access our expertise through a variety of avenues, from separately-managed accounts to mutual funds.





As experts in the Low Volatility space, we offer a unique approach with our Low Volatility US equity strategy. Our focus starts and ends with managing risk. This systematic approach to investing in lower risk, lower volatility stocks gives us the opportunity to build portfolios that perform better, protect better, provide more diversification, and give investors a smoother ride.

Give us a call to discuss how we can help you to
Reduce Risk and Retain Returns.™