Summit Global Investments Llc

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Summit Global Investments

(8 days ago) Global Equity Strategy: SGI U.S. Large Cap Fund: SGI Global Fund: Our Mission: Responsible Managed Risk Investing: Proud Signatory of the UN PRI: Why Managed Risk Equity Investing: Research: Commentaries: Videos: Media

https://sgiam.com/

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Summit Global Investments LLC - Company Profile and News

(3 days ago) Summit Global Investments, LLC provides investment advisory services. The Company offers portfolio management, mutual funds, investment strategies, financial planning, and advisory services.

https://www.bloomberg.com/profile/company/1240179D:US

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Summit Dashboard Summit Global Investments

(8 days ago) Summit Global Investments, LLC. 620 S. Main Street. Bountiful, Utah 84010. I understand that any personal information I provide to SGI, including email addresses and other information will be used solely for the purposes of conducting business with SGI.

https://sgiam.com/dashboard/

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IAPD - Investment Adviser Public Disclosure - Homepage

(9 days ago) SUMMIT GLOBAL INVESTMENTS, LLC ( CRD# 157091/SEC#: 801-76631) Alternate Names:HARDEN, DAVID,SUMMIT GLOBAL INVESTMENTS,SUMMIT GLOBAL INVESTMENTS, LLC. Visit SEC Site. Visit the SEC's Investment Adviser Public Disclosure website for …

https://adviserinfo.sec.gov/Firm/157091

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SUMMIT GLOBAL INVESTMENTS Top 13F Holdings

(9 days ago) Summit Global Investments is based out of Bountiful. Summit Global Investments is a hedge fund with 1668 clients and discretionary assets under management …

https://whalewisdom.com/filer/summit-global-investments-llc

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Top 6 Summit Global Investments Funds

(9 days ago) Summit Global Investments Funds - MutualFunds.com. Summit Global Investments Funds. Summit Global Investments is a company that sells mutual funds with $693M in assets under management. The average expense ratio from all mutual funds is 1.25%. 81.82% of all the mutual funds are no load funds. The oldest fund launched was in 2009.

https://mutualfunds.com/fund-company/summit-global-investments-funds/

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Summit Global Investments, LLC Launches Three New Funds

(9 days ago) Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned …

https://www.benzinga.com/pressreleases/20/09/n17436031/summit-global-investments-llc-launches-three-new-funds

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summit-investment.com

(Just Now) Founded in 2002, Summit Investment Management LLC is a private investment firm headquartered in Denver, Colorado. meet the team Our knowledge, experience, ingenuity, and direct and honest approach to doing business set us apart from our competition.

https://summit-investment.com/

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Summit Equity Investments

(2 days ago) summit’s management team is comprised of professionals with 100+ cumulative years of experience in real estate investment and management, law, construction, and finance. summit’s predecessor company at one time owned over 15,000 multifamily units and approximately 3.5 million square feet of industrial assets located throughout the us.

http://summitei.squarespace.com/

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SUMMIT GLOBAL INVESTMENTS, LLC - Form ADV — RADiENT

(5 days ago) firm details for summit global investments, llc, location: utah, aum = 1615639040.00, last form adv filed : 09-july-2021, officers: sutton, bryce, jay, harden capital, llc, richard l thawley & cynthia a thawley, trustees restated richard lee thawley and cynthia ann thawley community property trust

https://radientanalytics.com/firmdetails/560/

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Summit Global Investments LinkedIn

(8 days ago) 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 …

https://www.linkedin.com/company/summit-global-investments

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Aash Shah, CFA Summit Global Investments

(9 days ago) Aash M. Shah, CFA. Aash is a Senior Portfolio Manager with Summit Global Investments. He has over 28 years of investment management experience including over 24 years as a portfolio manager. Previously, Aash managed small, mid, and large cap funds …

https://sgiam.com/about/team/aash-shah/

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Summit Global Investments, LLC Launches Three New Funds

(3 days ago) About Summit Global Investments, LLC Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned and operated by the managing partners. Summit Global Investments is located in Salt Lake City, Utah.

https://www.prweb.com/releases/summit_global_investments_llc_launches_three_new_funds/prweb17381646.htm

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Summit Global Consulting, LLC – Investment and Market

(4 days ago) Summit Global Consulting, LLC. Summit Global Consulting, LLC is a boutique investment and market research consultancy. We specialize in providing customized and standardized research products that fit the needs of our clients. Since 2006, SGC has worked with a range of clients ranging from fortune 500 firms to small companies.

https://sgcanalysis.com/

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Summit Global Investments, LLC

(4 days ago) Summit Global Investments, LLC is headquartered in Bountiful, Utah. In aggregate, Summit Global Investments, LLC oversees $1 billion in assets dispersed across 1,249 client accounts and retains 15 staff members. The level of assets currently under the firm's management places it among the larger investment advisory firms in the nation.

https://smartadvisormatch.com/advisor-network/utah/trevor-thompson-5200814

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Summit Global Investments, LLC

(2 days ago) Summit Global Investments, LLC is based out of Bountiful, Utah. Overall, Summit Global Investments, LLC manages $1 billion in assets throughout 1,249 accounts and retains 15 staff members. The firm's total assets under management makes it one of the larger investment advisory firms in the country. All of the firm's accounts are managed on a

https://smartadvisormatch.com/advisor-network/utah/matthew-hanna-5273336

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Summit Global Investments - Home Facebook

(9 days ago) Summit Global Investments. 127 likes. Summit Global Investments, LLC is a Salt Lake City-based SEC registered investment advisor founded in 2010.

https://www.facebook.com/SummitGlobalInvestments/

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Summit Global Investments LLC - BOUNTIFUL , UT - Avoid

(2 days ago) Summit Global Investments LLC is legally known as SUMMIT GLOBAL INVESTMENTS, LLC. It is an UT Limited Liability Company. This firm has 12 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown.

https://investingreview.org/firm/summit-global-investments-llc

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Summit Global Investments, Llc - Investment Adviser Public

(3 days ago) SUMMIT GLOBAL INVESTMENTS, LLC 620 SOUTH MAIN STREET, BOUNTIFUL, UT 84010 United States Phone: 888-251-4847 Fax: 888-251-4847

https://sec.report/AdviserInfo/Firms/157091

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Summit Global Investments, LLC Launches Three New Funds

(2 days ago) Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned and operated by the managing partners. Summit Global Investments is located in Salt Lake City, Utah.

https://ih.advfn.com/stock-market/stock-news/83226151/summit-global-investments-llc-launches-three-new

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Summit Global Investments - Overview, News & Competitors

(6 days ago) Description. Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned and operated by the m

https://www.zoominfo.com/c/summit-global-investments-llc/354743310

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Summit Global Investments, LLC

(1 days ago) Summit Global Investments, LLC is a business headquartered in Bountiful, Utah. It controls $1 billion in total assets across its 1,249 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,249 accounts, just 1% belong to high-net-worth investors who have more than $1 million in

https://smartadvisormatch.com/advisor-network/utah/david-harden-2408466

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IAPD - Investment Adviser Public Disclosure - Homepage

(4 days ago) (CRD# 7560) 1997 - 2003 (5 years) IA SUMMIT GLOBAL INVESTMENTS, LLC (CRD# 157091) 2021 - Present (<1 year) Examination(s) Close. State Securities Law Exam. IA. Series 65 - Uniform Investment Adviser Law Examination . Dec 18, 2007. Dec 18, 2007.

https://adviserinfo.sec.gov/individual/summary/2531767

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Summit Global Investments, LLC Wealthminder

(7 days ago) Summit Global Investments, LLC Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $1,615,639,040 in 2,109 accounts and serve the financial needs of clients across 13 states (or territories).

https://www.wealthminder.com/financial-advisors/advisory-firms/summit-global-investments-llc/7490

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Summit Global Investments, LLC - SmartAdvisor Match

(Just Now) Summit Global Investments, LLC is headquartered in Bountiful, Utah. In total, Summit Global Investments, LLC manages $1 billion in assets dispersed across 1,249 client accounts and retains 15 staff members. The amount of assets the firm manages places it among the larger financial advisory firms in the country. All of the firm's accounts are

https://smartadvisormatch.com/advisor-network/utah/gautam-baid-6763879

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Summit Global Investments, LLC Awarded Top Guns

(8 days ago) Summit Global Investments, LLC is an SEC-registered investment adviser. As an investment firm, Summit Global Investments is employee-owned and operated by the managing partners. Summit Global

https://www.prnewswire.com/news-releases/summit-global-investments-llc-awarded-top-guns-designation-by-informa-financial-intelligence-301070310.html

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Client Relationship Summary Summit Global Investments, LLC

(6 days ago) Summit Global Investments, LLC June 2020 Introduction Summit Global Investments is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and

https://www.privatebank.citibank.com/pdf/adv/Summit_Global_Investing_CRS.pdf

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IAPD - Investment Adviser Public Disclosure - Homepage

(4 days ago) IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators RICHARD LEE THAWLEY - Investment Adviser at SUMMIT GLOBAL INVESTMENTS, LLC RICHARD LEE THAWLEY was previously registered as a broker.

https://adviserinfo.sec.gov/individual/summary/5770192

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Summit Global Investments - Ahabanza Facebook

(1 days ago) Summit Global Investments. Abankunda 128. Summit Global Investments, LLC is a Salt Lake City-based SEC registered investment advisor founded in 2010.

https://rw-rw.facebook.com/SummitGlobalInvestments/

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Summit Global Investments, LLC - SmartAdvisor Match

(9 days ago) David Roll is an investment advisor in Bountiful, Utah. Currently an investment advisor with Summit Global Investments, LLC, they have accrued 15 years of professional experience in the financial advisory industry. Roll has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative.

https://smartadvisormatch.com/advisor-network/utah/david-roll-5017212

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About - Summit Global Consulting, LLC – Investment and

(Just Now) Summit Global Consulting, LLC is a strategic research firm. We are a team of highly skilled senior qualitative and quantitative researchers who focus on providing customer insight and strategic advice for our clients. Our philosophy is to become an extension of our clients' resources, working closely with these clients over the long term. At SGC we are…

https://sgcanalysis.com/about/

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Summit Global Investments, LLC in Bountiful, UT Company Info

(3 days ago) Summit Global Investments, LLC is an Utah Domestic LLC filed On October 6, 2010. The company's filing status is listed as Active and its File Number is 7799687-0160. The Registered Agent on file for this company is David Harden and is located at 620 South Main, Bountiful, UT 84010.

https://www.bizapedia.com/ut/summit-global-investments-llc.html

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Summit Global Investments - Posts Facebook

(5 days ago) Summit Global Investments. 127 likes. Summit Global Investments, LLC is a Salt Lake City-based SEC registered investment advisor founded in 2010.

https://www.facebook.com/SummitGlobalInvestments/posts/

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Global Volatility Summit - HOME - GVS 2021

(9 days ago) Paul Britton, founder and Chief Executive Officer of Capstone Investment Advisors, LLC, conceptualized the Global Volatility Summit (“GVS”) over 10 years ago as institutional investors became increasingly focused on exploring the value add of options and volatility strategies to institutional investment

https://www.globalvolatilitysummit.com/

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Summit Global Investments LLC Fund Family Analysis

(4 days ago) Summit Global Investments LLC is the 501st largest mutual fund manager, with over $115.8M in total net assets.

https://www.brightscope.com/fund-pages/fundfamily/521/summit-global-investments-llc/

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Investment Due Diligence – Summit Global Consulting, LLC

(9 days ago) The SGC investment due diligence team provides research or audit services for potential investments to confirm all facts, such as reviewing all financial records as well as anything else deemed material. It is critical to have an accurate understanding of the facts before entering into an agreement or a financial transaction with another party.

https://sgcanalysis.com/investment-due-diligence/

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Dave Harden - Founder, President - Summit Global

(Just Now) Summit Global Investments. 2010 - Present11 years. Summit Global Investments focuses on delivering a low volatility US equity strategy to …

https://www.linkedin.com/in/davesprofile

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Invest Like a Boss Summit in Los Angeles, CA - Invest Like

(8 days ago) Investing in Global Stocks and Currency. Meb Faber from Cambria Investments is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books.

http://www.investlikeaboss.com/summit/

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Careers - Summit Investment Management LLC

(8 days ago) QUALIFICATIONS. • A bachelor’s degree preferably in finance, accounting, real estate, economics or business administration; MBA from a top business school preferred. • 5-10 years in investment banking, leveraged finance, credit analysis, private equity, hedge funds or other similar roles; prior distressed investing and/or restructuring

https://summit-investment.com/careers/

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Summit Partners About Growth & Venture

(9 days ago) Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs to help them accelerate their growth and achieve dramatic results. Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We’ve grown to a team of more than 100 investments

https://www.summitpartners.com/growth-equity-firm

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Global Indexing & ETFs [2016] -> 2015 Attendees

(4 days ago) Director, STEPSTONE GROUP, LLC First Vice President- Investments, STIFEL FINANCIAL CORP. Portfolio Manager, STONEGATE CAPITAL CEO, STRATEGIC INCOME GROUP Managing Director - Partner, STRATOS WEALTH PARTNERS Partner - Financial Consultant, STRATOS WEALTH PARTNERS Wealth Advisor, STRATOS WEALTH PARTNERS Senior Portfolio Manager, SUMMIT GLOBAL

https://www.imn.org/investment-management/conference/Global-Indexing-ETFs-2016/highlight/28283

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STATEMENT OF ADDITIONAL INFORMATION SUMMIT …

(8 days ago) Summit Global Investments, LLC (“Summit” or the “Adviser”) serves as the investment adviser to the Funds. The Company’s Board of Directors (the “Board”) approved Summit to serve as the Global Low Volatility Fund’s investment adviser effective January 1, 2017 in

https://sgifiles.s3.us-west-2.amazonaws.com/pdfs/152.pdf?response-content-disposition=inline%3B%20filename%3D%22fp0038020_rbb_summit_bannerlesssai.pdf%22&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAITT4LRYEHXNCDIEQ%2F20210812%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20210812T121243Z&X-Amz-SignedHeaders=host&X-Amz-Expires=604800&X-Amz-Signature=10fe143f6617c4a297e6017bf6d304beaa6c0119f23504952bbb33a37aba9c9f

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Rick Cameron Jaster, Partner at Summit Global Investments

(8 days ago) Mr. Rick C. Jaster is a Portfolio Manager at Summit Global Investments LLC. He joined SGI in July 2013, where he draws upon his 20+ years of investment experience to manage low volatility portfolios.Upon graduation, Mr. Jaster joined Ensign Peak Advisors.

https://relationshipscience.com/person/rick-cameron-jaster-165011545

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LVOLX - SGI US Large Cap Equity Fund Class A Shares

(2 days ago) Home > Fund Pages > Summit Global Investments LLC > SGI US Large Cap Equity Fund > LVOLX Class A Shares SGI US Large Cap Equity Fund A - LVOLX. SGI US Large Cap Equity Fund A - LVOLX. not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.

https://www.brightscope.com/fund-pages/shareclass/summit-global-investments-llc/30151/LVOLX/

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Summit Investments LinkedIn

(1 days ago) Summit Investments 12 followers on LinkedIn. Successful real estate investment company. With continued growth we have purchased over seventy properties in the past 4 years.

https://www.linkedin.com/company/summit-investments

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About - Summit Investment Management LLC

(6 days ago) Founded in 2002, Summit Investment Management LLC is a private investment company headquartered in Denver, Colorado. Since its inception, Summit has invested more than $1.8 billion in distressed debt acquisitions, balance sheet restructures of operating companies, special situation capital, bridge loans and joint ventures.

https://summit-investment.com/about/

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Home - Evermore Global Advisors

(7 days ago) Investments in debt securities typically decrease in value when interest rates rise. Evermore Global Advisors, LLC is the advisor to the Evermore Global Value Fund which is distributed by Compass Distributors, LLC. Investment Professionals. Evermore Global Advisors, LLC. 89 Summit Avenue. Summit, New Jersey 07901. TEL: 908-378-2880

https://evermoreglobal.com/

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