Investment Services

• Investment Strategy Design/Asset Allocation Analysis: Development of appropriate strategies and asset mix to meet objectives within the confines of acceptable risk. A succinct, written statement of investment strategy, asset allocation ranges and targets, and restrictions is provided, along with supporting material for asset allocation—efficient frontier, portfolio constraints, expected returns and variability, correlation matrix.
• Portfolio Surveillance: Detailed analysis of overall, separate account and fund performance, including comparison with results of similar investors (foundation/endowment/pension, etc.), manager peer groups and indexes, as well as attribution and diagnosis of portfolio holdings versus stated goals.
• Manager Search: Using Summit Strategies’ robust research effort and the firm’s independent research resources, searches are conducted to identify managers and funds to fill specific asset class voids.
• Full Service: All services combined in a cost-effective, comprehensive approach to fulfilling fiduciary responsibility for investment oversight.
• Fiduciary Education: Customized training programs for trustees to cover timely topics such as asset allocation tools, alternative investments, return and risk measurements, performance attribution & evaluation, manager due diligence, etc.

Charges are based on complexity and are subject to minimum fees.