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Investment Management

We follow principles and strategies to design an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these factors can help you avoid some of the pitfalls that snarl some investors.

In our experience, investor behavior is as important to accumulating wealth as choosing the right investments and diversifying your portfolio. At Summit, as part of our wealth management process, we help you make sound financial decisions. Our goal when it comes to investment management is to provide you with a risk/return scenario that is most comfortable for you while helping you achieve your financial objectives.

*Diversification or asset allocation programs do not assure a profit or protect against loss in declining markets, and cannot guarantee that any objective or goal will be achieved.

Our Process

Summit's investment committee meets regularly for the purpose of discussing investment options for our clients. We look at a number of different options such as alternative investments, funds, individual stocks, commodities, private equities; our goal is to be constantly monitoring the investment landscape on behalf of our clients. We also benefit greatly from being independent advisors, under Commonwealth Financial, which is an independent broker-dealer. This means we have a host of investment options available to us, and are not pressured to sell a certain product. 

How to Deal With Market Volatility

If you look at the history of the stock market, you'll see a pattern that closely resembles a heartbeat, full of ups and downs. It is ironic because closely following stock market performance in the short term can just about give you a heart attack. Let's face it, the market can be volatile at times. In the following video, Nate Archuleta talk about market volatility and how we, as investors, can maintain our sanity. 

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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