Organization

Summit Global Investments, LLC is a SEC registered investment advisor founded in 2010.  As an investment firm, Summit Global Investments is employee owned and operated by the Managing Partners.  Summit Global Investments is located in Salt Lake City, UT with offices in Charlotte, NC & San Francisco, CA.

Summit Global Investments was founded by three life long Executives in the Investment Management space, with over 50 years of combined experience.  Our focus is on providing a solution to investors that complement the selection of higher beta strategies, i.e., indexed products in the market place that invest into U.S. equities.  We are dedicated to managing low volatility equity strategies for each category of investor.  Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our expertise through both separately managed accounts as well as our mutual fund, the Summit Global Investments U.S. Low Volatility Equity Fund.



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.™