SUMMIT EQUITIES INC Overview

Summit Equities Inc is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 250 employees, of which 80 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 383MM in positions, representing 15% of the manager's regulatory AUM.

SUMMIT EQUITIES INC StockAlpha

-3.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SUMMIT EQUITIES INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 51.23% ETF 4.28% 0.22% 1 10%
VEU 21.46% ETF -1.17% -1.1% 1 2%
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FEATURED IN
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SUMMIT EQUITIES INC Founders and Key Employees

Name Title In Position Since
Steven Weinman President & Chairman Of Board November-1982
Salvadore Robert Salvo Director March-1982
Rembert Durbin Iii Mcneer Vp, Cfo April-1986
Joseph Francis Rowek Vp January-1999
Michael Collin Bremer Vp Operations September-2007
Miriam Lefkowitz Chief Legal Officer & Chief Compliance Officer, Vp September-2014

SUMMIT EQUITIES INC Brokers, Custodians, Auditors and Administrators

Type Company

SUMMIT EQUITIES INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Primary Strategies

As discussed in Item 4, SE and its IARs primarily recommend direct investments in ETFs,
mutual funds and publicly-traded MLPs in the Model and SAA programs. They also recommend certain outside managers in the TPM program. The analysis for these securities and managers is conducted in the following way.

Members of the IMC conduct due diligence on securities, investment managers and strategies utilizing multiple research sources, typically including fund databases, financial publications, capital market data and 3rd party research materials that analyze the overall investing landscape
as well as specific market sectors and strategies. The IMC also reviews materials supplied by the investment managers including factsheets, presentations, fund prospectus/offering memorandum, performance and related investment data, if available. When reviewing the investment strategy and pr...
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SUMMIT EQUITIES INC Portfolio Concentration

SUMMIT EQUITIES INC Location

4 CAMPUS DR
PARSIPPANY, New Jersey
UNITED STATES, 07054-0413

SUMMIT EQUITIES INC Contact Information

Phone Number: 973-285-3670
Fax Number: 973-285-3690
Website:

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