Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
Team
Insights
Pages
- Let's Talk
- Phone / Directions
Smart investment strategies built to make the most of every dollar you invest
At Summitry, we start where the numbers alone can’t go: by understanding the life you’re building and the risks you’re willing to take to get there. We then engineer a tailored portfolio powered by our intrinsic value investing philosophy and decades of disciplined, hands-on experience.
At Summitry, we start where the numbers alone can’t go: by understanding the life you’re building and the risks you’re willing to take to get there. We then engineer a tailored portfolio powered by our intrinsic value investing philosophy and decades of disciplined, hands-on experience.
Personalized Financial Planning
Retirement Planning
Estate and Trust Planning
California Tax Strategies
Equity Compensation Planning
Customized Investment Strategies
BUILT AROUND YOU
We customize each portfolio using objective strategies as a foundation, then refine the details to fit your specific holdings, concentrated stock positions, or personal priorities. Every allocation serves a purpose in advancing your long-term financial plan.
A Philosophy That Protects and Grows
We are active investors in high-quality assets priced attractively relative to their true worth. Our focus is on companies with:
-
Strong competitive advantages
-
Shareholder-friendly leadership
-
Favorable long-term growth prospects
-
Market prices below our calculated intrinsic value
This disciplined approach aims to provide downside protection in volatile markets and long-term growth potential.
Core and Explore Strategies
Your portfolio may include strategies from our two complementary pillars:
Our Core strategies align with our investment philosophy. We assess your goals, risk appetite, and time horizon to ensure you are in the appropriate strategy.
Our Explore Strategies expand beyond our in-house offerings through carefully selected partners who share our intrinsic value discipline, the Explore pillar can be incorporated into your strategy in addition to, but not in place of, Core:
Core Equity
High-quality businesses with the potential for strong total returns over a market cycle.
Select Equity
A concentrated collection of our highest-quality, fastest-growing businesses, targeting enhanced returns for clients with higher risk tolerance.
Dividend Growth Equity
Focuses on high-quality, dividend-paying stocks and seeks to provide
Fixed Income
Taxable and tax-exempt solutions that maintain principal, hedge equity exposure, and generate reliable income.
Liquid Explore
Exposure to underrepresented sectors like small-cap and international markets.
Alternatives
Private equity, private credit, and real assets that deliver returns through income and capital appreciation that are uncorrelated with our clients’ stock and bond investments.
Precision and Oversight
Our investment team is dedicated to doing the rigorous research and continuous monitoring required to identify and invest in companies that meet our guidelines, grounded in data, guided by conviction, and focused on long-term outcomes.
Modern Tools for a Connected Experience
Your time is valuable. Whether you prefer to meet in person or over a video call from home, we make it easy to stay connected and informed throughout your financial journey.
You’ll have secure online dashboards to track your portfolio in real time, access important documents, and review performance updates.
Communication is just as seamless, with video meetings, secure messaging, and quick access to your advisory team. Whether you’re at home in the Bay Area or halfway around the world, you’ll always have a clear view of your financial picture and the guidance you need right at your fingertips.
Schedule a Consultation with a Financial Advisor Today
At Summitry, we’re not just building financial plans; we’re building confidence and peace of mind. Let us help you take control of your financial future with a strategy that’s as unique as you are.
5
Alex Katz
President
Cynthia Duncan
Senior Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
Meet the team
Disclaimer: The securities identified and described do not represent all the securities purchased, sold, or recommended for clients’ accounts. The reader should not assume that an investment in the securities identified was or will be profitable. This material is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person.
Let's talk
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Alex Katz
President
