Personal Information
Organization / Workplace
Las Vegas, NV United States
Industry
Venture Capital / Private Equity
Website
www.summitportfolio.com
About
Summit Portfolio Management is an independent financial advisory firm that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional investment advisory firms.