Investment

• Investment Management
  Summit Investment Management invests in and manages distressed and underperforming commercial debt and other financial instruments. Since its inception, Summit has closed in excess of 400 transactions with institutions across the country and around the world, including acquisitions of entire portfolios as well as purchases of independent one-off loans ranging in size from $1 million to $100 million. We take pride in our detailed and thoughtful underwriting process and our ability to close transactions quickly. Our clients depend on Summit to be a reliable source of capital in order to monetize or dispose of distressed or underperforming assets.

Accounting

• Accounting Services

Planning

• Financial Planning