Summit Global Investments
Finance · Utah, United States · 11-50 Employees
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Overview
Headquarters
620 S Main St, Bountiful, Utah, 84010, U...Phone Number
(888) 251-4847Website
www.sgiam.comRevenue
<$5 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
2
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About Summit Global Investments
Summit Global Investments specializes in wealth management, family offices, and private wealth services, catering to individuals, institutions, and family offices. The firm offers a range of investment strategies including global equity, enhanced global income, and alternative strategies with a focus on a managed risk approach. Their product offerings include separately managed accounts, mutual funds, and exchange-traded funds, designed for diverse investment needs and preferences. The company collaborates with professional financial advisors to provide comprehensive investment solutions and enhance portfolio performance.Explore more
Summit Global Investments Org Chart
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Summit Global Investments Tech Stack
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Summit Global Investments News & Media
Summit Global Investments CIO stresses importance of 'managing risk' amid current market ...
Summit Global Investments CIO Dave Harden discusses the market amid the conflict in the Middle East and his top picks on ‘The Claman Countdown.’Summit Global Investments Launches Enhanced Model Portfolios, Expanding Access to Option-Driven ETF Strategies
BOUNTIFUL, Utah, Feb. 4, 2026 /PRNewswire/ -- Summit Global Investments ("Summit Global") has announced the launch of its new Enhanced Model Portfolios, a suite of ETF-driven investment strategies designed to provide investors with greater access to sophisticated, institutional-grade...A Declaration of Shared Values: Summit Global Investments and Equity Services Inc. Launch Strategic Alliance
BOUNTIFUL, Utah, Aug. 5, 2025 /PRNewswire/ -- Summit Global Investments, (SGI) recently named one of America's Top Financial Advisory Firms 2025, is proud to announce its strategic alignment with Equity Services Inc. (ESI), a move that reflects a shared commitment to growth, innovation,...Summit Global Investments Named in Newsweek as one of America's Top Financial Advisory Firms 2025
BOUNTIFUL, Utah, Feb. 11, 2025 /PRNewswire/ -- Summit Global Investments announced it has been chosen as one of America's Top Financial Advisory Firms for 2025 by Newsweek and market-data research firm Plant-A Insights Group. Newsweek and Plant-A Insights Group identified the top...
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Summit Global Investments specializes in wealth management, family offices, and private wealth services, catering to individuals, institutions, and family offices. The firm offers a range of investment strategies including global equity, enhanced global income, and alternative strategies with a focus on a managed risk approach. Their product offeri... Read More
