Does Summit Capital Advisors suggest broker-dealers to clients?
Yes. Currently, SCA uses TD Ameritrade to custody (hold) client’s funds and securities. Advisor will recommend TD Ameritrade. This is based on advisors experience with the custodian and their willingness to handle non-commissionable (no-load) transactions, quality of total services, and cost effectiveness to the client and advisor. Should a client desire a commissioned (transaction based) account Advisor will assist client in that selection. • Can you tell me more about the Advisory programs offered? – Summit Advantage Program Summit Capital Advisors offers its own Summit Advantage Program (the “Program”) to its clients. This program gives full trading and management discretion to Advisor. It is designed as follows: • Determine the investor’s risk profile and investment objectives. Summit Capital Advisors determines the investor’s investment objectives, investment time horizon, and risk profile by means of an interview process and the completion of a questionnaire • Set a relevant asse
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