Summit Trail Advisors, LLC
Summit Trail Advisors, LLC is an SEC-registered investment adviser headquartered in New York, NY, with an additional office in Harrisburg, PA. Founded in 2015, the firm provides investment advisory and wealth management services primarily to high-net-worth individuals, families, and institutions. With over 100 employees, Summit Trail Advisors specializes in delivering customized financial solutions and investment strategies tailored to clients' unique needs and goals.
Investment Strategy
Summit Trail Advisors employs a client-centric investment approach, offering personalized advisory services based on clients' individual financial objectives and risk tolerance. The firm integrates various asset classes—including traditional equity and fixed income, as well as alternative investments—into bespoke portfolios. Emphasizing independent, unbiased advice, Summit Trail Advisors helps clients navigate complex markets while focusing on long-term capital preservation and growth. The firm does not guarantee future results, noting that different types of investments involve varying degrees of risk.
Top Holdings
Equity Positions (1,105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 19.29% | $1.12B | 22,337,497 | $50.31 | $50.31 | -$252.6M |
V VOO | VANGUARD INDEX FDS | 10.66% | $621.3M | 1,090,394 | $568.03 | $568.03 | +$621.3M |
A AVGO | BROADCOM INC | 3.44% | $200.6M | 727,566 | $51.35 | $275.65 | +$84.1M |
I ISHG | ISHARES TR | 2.88% | $168.1M | 2,195,405 | $76.56 | $76.56 | +$168.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 2.44% | $142.4M | 783,662 | $157.89 | $181.74 | -$19.7M |