Ongoing Evaluation and Review
Our systematic and disciplined approach is designed to keep important details from being overlooked and to make sure that portfolios are meeting the benchmarks and objectives that have been agreed upon. Our web-based portfolio management system also allows clients to view their investment accounts on-line at their convenience.
All clients automatically receive investment statements on a minimum of a quarterly basis. Actively managed clients receive monthly statments. Summit will further meet with clients annually, but at least semi-annually for actively managed clients whose portfolios exceed $500,000 and/or need more specialized attention required by their financial status. Updates will include financial performance results and a review of a clients changes in financial status.