About
Layne Jensen is a Partner at Summit Global Investments, based in Thatcher, Arizona, where he plays a key leadership role in client advisory and portfolio management. At Summit Global Investments, he focuses on designing and implementing managed volatility equity strategies and low volatility equity portfolios, leveraging the firm’s expertise in minimum variance optimization and risk-managed investing for institutional and high-net-worth clients. His responsibilities include overseeing client investment strategies that emphasize capital preservation and steady returns in U.S. equity markets.
Jensen's investment focus is primarily on U.S. equities, specifically utilizing low-volatility and managed risk strategies to address varying client objectives. He is adept at developing and managing diversified equity portfolios, aiming to deliver consistent performance while mitigating downside risk. This strategic focus aligns with Summit Global Investments’ specialties in U.S. low volatility equity mutual funds and managed risk solutions.
Before joining Summit Global Investments as Partner in 2024, Jensen served as a Financial Advisor at Gen 1 Financial Advisors, where he provided tailored financial planning and investment management services. He holds a Bachelor of Science in Accountancy from Northern Arizona University-The W. A. Franke College of Business, underscoring his analytical approach and deep understanding of financial and accounting principles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Global Investments | Partner | Nov 2024 to Present | — |
| Gen 1 Financial Advisors | Financial Advisor | Unknown to Present | — |
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor of Science - BS, Accountancy
Others at Summit Global Investments (4)
| Name | Role | Location |
|---|---|---|
R Robin Kaukonen | Portfolio and Trading Manager | Lake Oswego, OR , United States |
| Head of Investments and Sr. PM | Salt Lake City, UT , United States | |
| Investment Analyst | Salt Lake City, UT , United States | |
P Parineeta Gengaje | Senior Investment Analyst | Salt Lake City, UT , United States |