7 summit advisors
Our clarity of thought and action is the result of years of experience combined with formal certification in investing and planning. We allocate assets for all clients according to proven methods of diversification.
We fill asset classes with deeply researched investment vehicles from managers that we, and you, can trust. At the same time, no two clients have exactly the same portfolio. Your life situation, your risk parameters and your time frame inform our process. Those disclosures include how much money we manage for how many clients and our 7 summit advisors philosophy.
Our research is available real-time on our 7Summit Twitter account. Your account is always as visible to you as it is to us. You can view all transactions, as well as account totals, online, whenever you want, in the form that you want. You customize your display. Our business generates 7 summit advisors a quadrillion bits of information per second. 7 summit advisors commitment to clients is apparent in our business model that aligns our interests with your interests.
Our goal is to minimize risk and maximize return in your account. We take a long term view of building our business. We manage our family's assets employing the same strategies that we offer to clients. Our goal is to grow 7 summit advisors assets alongside our own in a healthy and trusting relationship. We build our business by retaining your business and we rely on you to refer 7Summit to others as a major component of our growth strategy.
The more you trust what we do, the faster we grow. We charge only 7 summit advisors percent of your assets to cover our costs. Any subsequent, direct communication by 7Summit Advisors, LLC with a prospective client shall be conducted by a representative that is either 7 summit advisors or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of 7Summit Advisors, LLC, please contact the state securities regulators for those states in which 7Summit Advisors, LLC maintains 7 summit advisors registration filing.
All such information is provided 7 summit advisors for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice.
Our Standards Clarity Our clarity of thought and action is the result of years of experience combined with formal certification in investing and planning. Transparency 7Summit will readily disclose who we are, where we came from and the strategies 7 summit advisors we use to manage your money.
If you want to know more, we are an open book. Commitment Our commitment to clients is apparent in our business model that aligns our interests with your interests. We further limit risk by dealing with vendors and managers who align with these principles. Back to 7Summit Start a Conversation. There are no warranties implied. Get thought leadership updates from 7Summit Advisors.