Summit Investment Advisors, Inc.
Summit Investment Advisors, Inc. is a wealth management and investment advisory firm headquartered in Hunt Valley, Maryland. The firm is registered with the SEC and serves primarily high-net-worth clients, offering tailored investment advisory services for individuals and families. Summit Investment Advisors, Inc. manages $255 million in assets and provides comprehensive planning, portfolio management, and retirement solutions. The firm maintains a focused client roster and emphasizes personalized service.
Investment Strategy
Summit Investment Advisors, Inc. offers personalized investment strategies based on a detailed assessment of clients’ individual goals, time horizons, risk tolerance, and financial circumstances. Advisors create custom-managed portfolios, focusing on long-term asset growth, household-level financial planning, and prudent asset allocation. The firm’s approach centers on constructing diversified portfolios tailored to the needs of high-net-worth individuals and families, with an emphasis on managing risk and aligning investments to client objectives.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSJP | INVESCO EXCH TRD SLF IDX FD | 9.36% | $11.4M | 492,654 | $23.07 | $23.07 | +$338.4K |
I IWF | ISHARES TR | 7.14% | $8.7M | 20,053 | $400.92 | $424.58 | +$1.3M |
B BSCR | INVESCO EXCH TRD SLF IDX FD | 7.01% | $8.5M | 432,241 | $19.49 | $19.65 | +$298.4K |
I IBHF | ISHARES TR | 5.80% | $7.0M | 304,244 | $23.16 | $23.23 | +$325.0K |
B BSJQ | INVESCO EXCH TRD SLF IDX FD | 5.42% | $6.6M | 282,006 | $23.28 | $23.33 | +$298.9K |