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Layne Jensen

Layne Jensen

Partner at Summit Global Investments

Thatcher, AZ , United States

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

OrganizationRoleDate RangeDetails
Summit Global InvestmentsPartnerNov 2024 to Present
Gen 1 Financial AdvisorsFinancial AdvisorUnknown to Present

Education

Northern Arizona University-The W. A. Franke College of Business

Bachelor of Science - BS, Accountancy

Others at Summit Global Investments (4)

NameRoleLocation
R
Robin Kaukonen
Portfolio and Trading ManagerLake Oswego, OR , United States
Aash Shah
Aash Shah
Head of Investments and Sr. PMSalt Lake City, UT , United States
Kira Shultz
Kira Shultz
Investment AnalystSalt Lake City, UT , United States
P
Parineeta Gengaje
Senior Investment AnalystSalt Lake City, UT , United States