We are proud to announce our partnership with Equity Services, Inc. (ESI). Our shared commitment to growth, innovation, and excellence in both advisor and client support will elevate our capabilities and deepen our impact. This will enable enhanced infrastructure, more scalable solutions, and a deeper bench of operational expertise, all while maintaining the integrity and independence that define our Managed Risk Approach™. https://xmrrwallet.com/cmx.phubs.la/Q03By28v0 #Investing #AssetManagement
Summit Global Investments
Financial Services
Bountiful, Utah 2,915 followers
We invest in outstanding companies with the least potential for surprises by taking a managed risk approach to investing
About us
Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area. Summit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETF’s in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to enhanced risk management strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as ’40 Act Funds. SGI offers a unique approach to risk management strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers/advisors is how Summit Global Investments manages risk that are found in a portfolio. The better one understands the risks inherent within a portfolio the better the portfolio will perform as one expects. For full disclosures, see: https://xmrrwallet.com/cmx.ptinyurl.com/2wdjhjnu
- Website
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https://xmrrwallet.com/cmx.psgiam.com
External link for Summit Global Investments
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bountiful, Utah
- Type
- Privately Held
- Founded
- 2010
- Specialties
- U.S. Low Volatility Equity Mutual Fund, Managed Volatility Equity Strategy, Minimum Variance Optimization, and Managed Risk Investing
Locations
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Primary
Get directions
Bountiful, Utah 84010, US
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Get directions
Boise, ID 83616, US
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Get directions
Danville, CA 94506, US
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Tampa, FL 33602, US
Employees at Summit Global Investments
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Spencer Nielsen
CTO at Summit Global Investments
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Agnes Medina
Wealth Advisor | Financial Educator | Retirement Strategist Empowering you with the knowledge and confidence to take control of your financial future.
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Janet Lee, AIF®, BFA™
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Josh Ekola
Sr Financial Advisor @ Summit Global Investments | Bachelor of Science in Management
Updates
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Options are no longer “optional” – they’re now a key component in a strategic toolkit. Persistent volatility has become the norm, and options are no longer just a hedge, but are becoming a cornerstone in portfolio construction. Asset managers are leveraging options to enhance returns, manage risk, and build more resilient portfolios. https://xmrrwallet.com/cmx.phubs.la/Q03zZ3zT0 #Options #MarketVolaility #AssetManagement
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Markets moved higher last week, led by strong tech earnings and encouraging inflation data. With the S&P 500 and Nasdaq nearing record highs, attention now turns to upcoming megacap earnings and potential policy signals from the Fed. What can we expect for the second half of 2025? Read our latest Market Update for key insights: https://xmrrwallet.com/cmx.phubs.la/Q03yDNmR0 #MarketUpdate #InvestingInsights #SGI #Stocks #EarningsSeason #MarketTrends
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Options trading volumes have surged 317% in the past eight years, outpacing equities. Learn how institutional investors are using covered calls, puts, and volatility overlays to boost returns and navigate uncertainty. https://xmrrwallet.com/cmx.phubs.la/Q03xKkgN0 #Options #IncomeStrategies #CoveredCalls
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While markets remain uncertain, our strategy is not. In this week’s Market Update, the SGI investment team shares how we’re positioning portfolios for what’s ahead - short duration bias, selective credit, and meaningful liquidity to stay flexible. We share tactical insights, credit and duration views, and the 4 things we're watching this week. https://xmrrwallet.com/cmx.phubs.la/Q03xy8w60 #InstitutionalInvesting #FixedIncome #MarketOutlook #SGI
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Have you heard the expression “the house always wins?” When it comes to investing, the market isn't always a level playing field. Big institutions use tools like options to manage risk and generate returns, regardless of market direction. At Summit Global, we incorporate similar strategies in select portfolios to help navigate uncertainty and seek consistent outcomes for our clients. At Summit Global Investments, we incorporate similar strategies in select portfolios to help our clients navigate uncertainty and pursue consistent results. Understanding how these tools work is one thing, but knowing how to use them effectively is where we come in. https://xmrrwallet.com/cmx.plnkd.in/gfqmf6bb #Investing #Options #StockMarket
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SGI’s Global Equity Fund Recognized by Investor’s Business Daily Summit Global Investments is proud to announce that its Global Equity Fund (SGLIX) has been named to Investor’s Business Daily’s Best International Stock Mutual Funds list for 2025. This recognition highlights the fund’s strong performance, disciplined risk-managed approach, and commitment to long-term global investing. https://xmrrwallet.com/cmx.plnkd.in/gJkpzqsv #IBD #SGLIX #GlobalInvesting
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Options are no longer just a hedge - they’re becoming a core strategy for asset managers. From enhancing income to managing risk with surgical precision, options have become vital in constructing resilient, high-performing portfolios. Read our latest View from the Summit, "From Hedge to Edge," and learn more about how asset managers are using options to drive smarter, more resilient performance. https://xmrrwallet.com/cmx.phubs.la/Q03sCZYP0 #Options #OptionsStrategy #Investing #PortfolioManagement #Volatility #Derivatives
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