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 09/30/16. The fund's latest filing disclosed 143MM in positions, representing 16% of the manager's regulatory AUM.

SUMMIT FINANCIAL StockAlpha

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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 FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 17.22% ETF 1.54% -0% 0 9%
VTIP 11.61% ETF -0.5% -0.12% 0 0%
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FEATURED IN
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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 FINANCIAL Portfolio Concentration

SUMMIT FINANCIAL Location

7965 NORTH HIGH STREET
SUITE 350
COLUMBUS, Ohio
UNITED STATES, 43235-8446

SUMMIT FINANCIAL Contact Information

Phone Number: 614-885-1115
Fax Number: 614-885-1495
Website:

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