Info

Summit Strategies Group is a consulting firm dedicated to providing a comprehensive range of conflict-free services to a nationwide client base of corporate, public and Taft-Hartley pension funds; corporate and state sponsored defined contribution plans; corporate taxable and non-taxable VEBA trusts; insurance reserves; hospital assets; and charitable foundations and endowments. These services include strategy development, implementation, and monitoring of our client's total portfolio. We do this by building relationships with our clients based on trust, fiduciary responsibility, industry expertise and willingness to state and support our beliefs.