Summit Global Investments announced it has been chosen as one of America's Top Financial Advisory Firms for 2025 by Newsweek and market-data research firm Plant-A Insights Group. Newsweek and Plant-A Insights Group identified thetop financial advisory firmsin the United Statesby conducting a large-scale study based on the analysis of over 15,000 financial advisories registered with the SEC.
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“In today's financial landscape, Americans want more than just advice-they want a trusted partner to help them achieve their financial goals. Newsweek and Plant-A Insights are highlighting companies that exemplify what it means to be a financial leader in today's market,” said Nancy Cooper – Global Editor in Chief – Newsweek.
“We couldn't be more excited to be selected as a Top Financial Advisory Firm,” said Dave Harden, CEO, Summit Global Investments. “SGI grew out of the Great Financial Crisis of 2008. Our firm was born after it became apparent that investors of all walks of life needed professional risk management to help protect their assets. We take great pride in helping our clients reach their investment goals and being recognized by Newsweek and Plant-A tells us we're achieving that goal.”
About Summit Global Investments
Headquartered in Bountiful, Utah, SGI adheres to a disciplined, managed-risk, multi-factor investment process designed to find attractive investment opportunities. The firm manages multiple investment strategies for its clients. Over a full market cycle, their defensive strategies have historically limited downside risks and allowed for participation in market rallies. SGI's mission is clear – to help investors win. They care about return and deeply care about the risk associated with such returns. Ever mindful of the impact on their clients' assets, the combination of risk, return and impact is at the center of their Managed Risk Approach.™
SGI's investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risk, avoids pitfalls and elevated idiosyncratic risks, and drives market returns.
Media Contact:Hibre TeklemariamSunStar Strategichteklemariam@sunstarstrategic.com703-894-1057
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SOURCE Summit Global Investments
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