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Does Summit utilize separate account managers?

April 26, 2017account managers separate Summit utilize

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Does Summit utilize separate account managers?

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Yes. Summit has formed relationships with some of the premier investment management firms in the world. These relationships were formed so that we can offer a service tailored to each specific client’s need. Our separate account managers design and manage individual equity or fixed income portfolios in a tax-efficient manner to meet the specific goals of each client.