SUMMIT FINANCIAL Overview
Summit Financial Strategies Inc. is an investment advisor that manages 900.2 MM dollars in regulatory AUM and has 24 employees, of which 18 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 482MM in positions, representing 53% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 482MM in positions, representing 53% of the manager's regulatory AUM.
SUMMIT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SUMMIT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 14.1% | ETF | 8.9% | -0.02% | 0 | 13% | ||
| SCHB | 13.56% | ETF | 8.9% | -0.03% | 1 | 3% | ||
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FEATURED IN
SUMMIT FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Samantha A. Macchia | Vice President/Secretary/Chief Compliance Officer/Chief Operating Officer/Director Of Wealth Management | January-2002 |
| Ted K. Saneholtz | President/Treasurer/Chief Financial Officer | September-1998 |
| Brian T. Sutliff | Vice President/Director Of Marketing | January-2005 |
| Liam J. Hurley | Vice President/Chief Investment Officer | January-2005 |
SUMMIT FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SUMMIT FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Summit primarily allocates (or recommends that the client allocate) client investment assets among various mutual funds, cash equivalents, individual equity and fixed income securities, and/or exchange traded funds (ETFs) on a discretionary or non-discretionary basis in accordance with the client’s
designated investment objectives.
Methods of Security Analysis and
Investment Strategies
Summit may use the following methods of security analysis:
· Fundamental–analysis performed on historical and present data, with the goal of making financial forecasts.
· Cyclical–analysis performed on historical relationships between price and market trends, to forecast the direction of prices.
Summit may use the following investment strategies when implementing investment advice given to clients (see expanded descriptions below):
· Long-term purchase...
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Summit primarily allocates (or recommends that the client allocate) client investment assets among various mutual funds, cash equivalents, individual equity and fixed income securities, and/or exchange traded funds (ETFs) on a discretionary or non-discretionary basis in accordance with the client’s
designated investment objectives.
Methods of Security Analysis and
Investment Strategies
Summit may use the following methods of security analysis:
· Fundamental–analysis performed on historical and present data, with the goal of making financial forecasts.
· Cyclical–analysis performed on historical relationships between price and market trends, to forecast the direction of prices.
Summit may use the following investment strategies when implementing investment advice given to clients (see expanded descriptions below):
· Long-term purchase...
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SUMMIT FINANCIAL Portfolio Concentration
SUMMIT FINANCIAL Location
7965 NORTH HIGH STREET
SUITE 350
COLUMBUS, Ohio
UNITED STATES, 43235-8446
SUITE 350
COLUMBUS, Ohio
UNITED STATES, 43235-8446
SUMMIT FINANCIAL Contact Information
Phone Number: 614-885-1115
Fax Number: 614-885-1495
Website: http://www.summitfin.com
Fax Number: 614-885-1495
Website: http://www.summitfin.com
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