Summit Global Investments

Summit Global Investments (SGI) is an independently-owned, SEC-registered investment advisor based in Bountiful, Utah. Established in response to the Great Financial Crisis of 2008, SGI offers professional risk management services to institutions, endowments, foundations, family offices, and individuals, helping them navigate today's rapidly changing markets.

With a focus on managing both downside risk and upside potential, SGI's award-winning team of investment professionals employs a proprietary Managed Risk ApproachTM to minimize surprises and keep clients on track towards their investment goals. Through active management and a commitment to understanding and mitigating risks, SGI aims to position portfolios for success in the ever-evolving financial landscape.

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