Company Profile
Summit Strategies Group
Company Overview
At Summit Strategies Group, our employees drive our success and that of our clients. We are always looking for talented, enthusiastic individuals, who place client satisfaction at the forefront, can thrive both individually and as part of a team, and want to reach their fullest potential in a fast-paced environment.
Located in the St. Louis suburb of Clayton, Missouri, Summit offers a fantastic culture, highly competitive salary and benefits package; a 401(k) plan with employer match; paid vacation/personal time; onsite workout facility; and much more.
OUR MISSION
To serve our clients with honesty, creativity and an unwavering focus on customer service. Summit Strategies delivers thoughtful customized solutions as our partner’s most valued investment resource.
OUR VALUES
People
We value and respect our team members for who they are and the knowledge and skills they bring to our organization. We are committed to helping our employees grow and expand their knowledge base which will benefit our firm and clients in the future.
Service
We are dedicated to servicing our clients and always act in their best interest. We promote service to the community, acting as responsible corporate citizens and making our community and team members stronger.
Integrity
We adhere to the highest ethical standards, acting with integrity and respect, while fostering an environment of openness. Our independence allows us to always act in the best interest of our clients, making us a trusted partner.
Partnership
We are committed to working as a team towards one common goal, being a solutions provider and resource for our clients. We promote collaboration and respect in every relationship.
Accountability
We empower our team to be creative and thoughtful in developing cost-effective solutions to meet our clients' needs. We are a results driven organization and hold every member of the team accountable for delivering results.
Notable Accomplishments / Recognition
For nearly two decades, employee-owned Summit has provided independent investment consulting and research services to a nationwide group of institutional investors. Located in St. Louis, Missouri, Summit’s sole purpose is to help its clients reach their investment goals. Our firm is structured to maximize every such opportunity. Our focus on these 3 characteristics are among the critical reasons why:
RESULTS-DRIVEN
It has been proven that outperforming the market is nearly impossible for the average investor.
Summit provides customized solutions to address a desired outcomes. Each client is unique, their solution should fit their unique needs.
Summit respects the movement of the herd but doesn't always follow it. Our experience and instincts are important during critical decision-making.
Summit’s Manager Research team is skilled at finding unique managers and opportunities. Bigger isn’t always better.
Being nimble is good, provided you are moving for the right reasons. Summit takes a tactical approach to investing and only recommends a move when we believe it makes the most sense for the client.
CLIENT-FOCUSED
Summit is structured to allow our clients access to our best thinking all of the time.
70% of clients have been with Summit for 5 years or longer.
Our client-to-consultant ratio typically does not exceed 10:1. You can be assured your consultant is focused on your results.
As a client, we know you want access, we make the entire firm available to you, not just your consultant.
Custom goals require custom metrics and reporting. Summit's Performance Measurement team provides the information clients need, in an easily understandable format, to make informed decisions.
Summit is not “Consultant to the world.” We purposely limit the number of clients served to provide focused attention. We value each client equally and understand there are many choices.
IMPACTFUL RESOURCES
Summit reacts quickly to changes and improvements to available technology, and has invested heavily in both client-facing, and internal resources, in order to deliver impactful client results.
CLIENT-FACING
Clients have access to Summit's entire staff. There is no consultant “funnel.” Talk to who you need to talk to, when you need to talk to them.
Daily performance updates are available via Summit’s website. You know where your portfolio stands, every day.
Manager research is available online, in both traditional and alternative asset classes. Clients have direct access to our current thoughts on managers at all times.
Market research is published throughout the year. Get Summit’s current perspective on the ever-changing markets to help keep you informed.
Our interactive, quarterly e-reports, available on your iPad, are understandable and improve meeting efficiency.
INTERNAL
Summit staff has access to the latest software and feeds, including PARis for reporting, Cognity for risk modeling, ProVal for asset modeling, and other proprietary programs to assist us in addressing specific client needs and objectives.
The best software is only as good as the people who are interpreting it. Summit's staff reviews the data and provides the critical analysis needed to make value-added recommendations.
Benefits
Summit offers a fantastic culture, highly competitive salary and benefits package; a 401(k) plan with employer match; paid vacation/personal time; onsite workout facility; and much more.