CUSTOMIZED INVEsTMENT STRATeGIES

投資影響力

Ownership has its privileges. Boards of directors and management teams answer to shareholders, who have an interest in the long-term sustainability, as well as the current profitability, of the businesses they own. Operating in a manner that sustains resources, cares for the environment and treats people fairly and ethically is not just good for the planet, but it’s good for business. When we invest with managements, we believe that their goals are generally aligned with ours, but sometimes they can do more. As shareholders, we can make our voices heard through the proxy ballot or through engagement with management and institutional investors. Summitry gives its clients an opportunity to become active participants in corporate governance. Let us show you how.

和我們聊一聊吧

與我們的顧問安排一次談話,了解關於Summitry的更多信息以及我們幫助您規劃財務前景的途 徑。

Aaron Szager

Advisor Group Manager