Summit Global Investments (“Summit Global”) is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Summit Global and its representatives are properly licensed or exempt from licensure. The information provided on this site is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. All investments involve risk, including possible loss of principal, and past performance is not indicative of future results.
Securities offered through Equity Services, Inc. (“ESI”), Member FINRA/SIPC. Advisory services offered through Summit Global Investments, an SEC-registered investment adviser. Summit Global Investments and ESI are independent entities.
Awards and recognitions mentioned on this site are based on independent evaluations using criteria such as investment performance, firm growth, adviser expertise, and breadth of services. The issuing organization, date, and period covered are shown with each award. No compensation was provided to receive any recognition, though SGI may pay licensing fees to reference them in marketing. Such accolades are not indicative of future performance or the quality of advisory services.
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Alternative investments, including private equity, private credit, hedge funds, and other private investment vehicles, involve significant risks and may not be suitable for all investors. Such investments may be speculative, illiquid, subject to limited regulatory oversight, and may involve higher fees than traditional investments. Interests in private offerings may only be available to qualified or accredited investors pursuant to applicable securities laws and exemptions. Nothing on this website constitutes an offer to sell or solicitation of an offer to buy any private security.
SGI does not provide legal or tax advice. Clients should consult their attorney, accountant, or tax professional regarding their specific legal, tax, or estate planning circumstances.
Additional information regarding SGI’s advisory services, fees, and conflicts of interest is available in our Form ADV Part 2A and Form CRS.
