Fundamental factors drive the long term performance of any asset. Trying to force clients into a template or standardized financial plan would be a disservice. Factors considered include: your age, personal investing experience, financial situation, and investment goals.
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Summit Investment Management invests in and manages distressed and underperforming commercial debt and other financial instruments. Summit invests in under-performing and distressed debt, corporate restructurings, and in complex opportunistic credits and joint ventures. Our knowledge, experience, ingenuity, and direct and honest approach to doing business set us apart from our competition. We are able to work quickly to assess an opportunity and our partners appreciate our integrity and quick decision-making ability. We take pride in our strong relationships and exceptional reputation in the industry.
Summit Partners 2018 Year in Review
We understand the challenges you face in achieving great investing results. That is why we design custom investment solutions that deliver our clients an investing edge in reaching their long-term financial objectives. Our rigorous investment process results in superior investment portfolios constructed around the most advanced investment strategies and risk management capabilities available to investors. Our only incentive is your investing success. We are a fiduciary providing fee only investment management services. We do not sell any financial products including insurance or annuities.
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Protein Logistics and Trading Company. The two remaining condo pad sites were held for several years until the economy improved and were then sold to a local developer. Summit then provided pricing on certain requested summit investment management llc classes on a loan-by-loan basis. A subsidiary of the company had entered into a number of trade finance transactions in prior years that had led to significant cumulative losses, creating an over-leveraged balance sheet. Summit Investment Management, founded inprovides disciplined, actively managed investment portfolios for individual and institutional investors. Distressed Debt Acquisitions. Large Cap. Instead, Summit creates custom plans for each and every one of our clients. Investor needs and goals are unique and can span a wide range. Outcome: Unable to sell the individual units through traditional real estate brokers, as the direct result of the worst economic crisis in more than 50 years, Summit engaged an auction company to sell the units and proceeded to sell all 21 units at auction for prices well above then current expectations. Despite periodic flights of fancy in the markets, history has shown investment returns ultimately hinge upon the fundamentals. In less than three weeks, Summit developed a financial and operating agreement with the company, resolved international tax and legal issues associated with the transaction and re-certified the aircraft with the FAA. Midwest Regional Bank. Trying to force clients into a template or standardized financial plan would be a disservice. Are you most interested in providing for your family, retiring with an additional income stream, funding a major undertaking, or maintaining and growing the ability to fund charitable donations?
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