See how our options-based global equity ETF (@Nasdaq-listed GINX) can potentially help income-minded investors find improved payouts: https://hubs.la/Q02YKPkw0 #ETFs #GINX #incomeinvesting
Summit Global Investments
金融服务
Bountiful，Utah 2,336 位关注者
We invest in outstanding companies with the least potential for surprises by taking a managed risk approach to investing
关于我们
Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area. Summit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETF’s in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to enhanced risk management strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as ’40 Act Funds. SGI offers a unique approach to risk management strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers/advisors is how Summit Global Investments manages risk that are found in a portfolio. The better one understands the risks inherent within a portfolio the better the portfolio will perform as one expects. For full disclosures, see: https://tinyurl.com/2wdjhjnu
- 网站
-
https://sgiam.com
Summit Global Investments的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Bountiful，Utah
- 类型
- 私人持股
- 创立
- 2010
- 领域
- U.S. Low Volatility Equity Mutual Fund、Managed Volatility Equity Strategy、Minimum Variance Optimization和Managed Risk Investing
地点
Summit Global Investments员工
动态
-
Inflation? Interest rates? Political climate? The list of factors that can affect your portfolio is endless. That’s why our strategies stay less correlated to general markets. No one has a crystal ball, and whether you’re an #investor or #financialadvisor, we don’t think your investments should be a guessing game. We’re aiming to provide: ? More return consistency ? Defense against drawdowns ? Enhanced compounding Learn more here: https://hubs.la/Q02YKKv_0 #RIAs #wealthmanagement #lowvolatility #investmentstrategy"
-
-
Against the backdrop of an increasingly complicated global investment landscape, we introduce the Nasdaq listed SGI Enhanced Global Income ETF | GINX. This #ETF seeks current income and enhanced yield by actively investing in global dividend-paying companies, while also integrating an actively traded put and call options strategy designed to potentially produce additional income. All in a carefully managed ETF chassis. Learn more here: https://hubs.la/Q02YJXm90 #ETFs #wealthmanagement #RIAs
-
-
With the potential to pay higher dividend and reduce volatility while still offering some capital appreciation, options-based strategies offer investors investors five main benefits: ?? Enhanced yield ?? Income generation ?? Diversification ?? Tax efficiencies ?? Hedge against downside risk Learn more about how options-based strategies can provide potential income and yiel amid uncertainty in our article featured in WealthManagement.com's 2024 Midyear Outlook. https://hubs.la/Q02Yd1Zs0 #ActiveManagement #WealthManagement #IncomeGeneration #Investing
-
-
The stock selection process behind our Managed Risk Approach? is all about helping investors experience the true power of compounding returns. Learn more here: Summit Global Investments (https://sgiam.com) Through our continuous risk management methodology and unique utilization of equity, fixed income, alternative strategies, and model portfolios, we build strategies that seek to provide: · Defense against drastic drawdowns · More return consistency · Enhanced compounding #riskmanagement #smartinvesting #1goal #compoundingreturns
-
At SGI, we take managing risk very seriously. Our Managed Risk Approach? seeks to preserve and grow wealth by utilizing strategies designed specifically to defend against large losses. We believe this gives investors a better opportunity to experience the true power of compounding returns. Our 4-step methodology is at the core of our emphasis on risk management. Learn more here: https://sgiam.com/ #RIAs #wealthmanagement #financialadvisors #investors #riskmanagement
-
Between inflation, interest rates, global political turmoil, and AI euphoria, managing risk is as important as it ever has been. Download our brochure here https://hubs.la/Q02X1XFD0 to see how and why SGI emphasizes our Managed Risk Approach?. #riskmanagement #RIAs #wealthmanagement
-
-
See our latest thoughts on finding an effective cash management strategy against the backdrop of persistent inflation and surging equities: https://hubs.la/Q02WBKCG0 Nasdaq-listed #ETFs #USDX #enhancedyield #income
-
-
Options-based strategies provide high-quality exposure to differentiated sources of income, dividends and options premiums This abliity to generate income through easy-to-access strategies is catching the attention of many advisors. But, as compelling as these flexible strategies have become recently, there's still a good portion of advisors that are in the educational phase when it comes to implementing them into client portfolios. In our recent article in WealthManagement.com's 2024 Midyear Outlook, we discuss not only the benefits of these strategies,but also how advisors will show added value when they're able to identify income opportunities like this for their clients. Read the full article here https://hubs.la/Q02VzjZs0 #options #investing #wealthmanagement #RIAs
-
Between inflation, interest rates, global political turmoil, and AI euphoria, managing risk is as important as it ever has been. Download our brochure here https://hubs.la/Q02Vzm5p0 to see how and why SGI emphasizes our Managed Risk Approach?. #riskmanagement #RIAs #wealthmanagement
-