Investment Management
SummitPoint Capital Management offers discretionary investment management services to clients, providing customized portfolio strategies aligned with each client's financial objectives and risk tolerance. For held-away assets like 401(k) and 529 plans, we offer ongoing oversight and rebalancing via the Pontera platform. When appropriate, we also recommend alternative investments such as hedge funds, private equity, and real estate funds, tailored to clients' preferences and investment goals.
Legacy Asset
Management
Alternative Investment
Recommendations
Held Away
Account
Discretionary
Investment Management
Financial
Planning
Our Firm provides comprehensive financial planning services tailored to address a wide range of client needs, including investment, retirement, insurance, tax, education planning, portfolio design, and allocation review. Clients receive a full written financial plan that may cover one or multiple of these key areas. While we offer strategic recommendations, implementation and investment management are not included unless a separate written agreement is executed.
Education Planning
Financial Review
Insurance Review
Cash Flow & Budgeting
Estate & Legacy Planning
Tax
Planning
Retirement
Planning
We develop personalized retirement strategies based on each client's income needs, timeline, and goals. Plans are reviewed periodically and adjusted as needed to reflect changes in each individual's financial life or market conditions.
Goal Setting
& Needs Analysis
Social Security
Optimization
Pension & Employer
Plan Review
Income Distribution
Strategy
Connect with SummitPoint
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