Why Summitry

We admit it. Our approach to wealth management is different. We’ll work with you to develop a financial plan based on your goals and desires and build a customized portfolio to support those goals while offering complementary investment strategies if you’re inclined to higher risk / higher reward options. Our team and resources are at your disposal at every step of your journey.

Here’s how Summitry is different:

Unique Investment Philosophy

We only invest in assets at prices below our estimate of their intrinsic value. Investing well requires attention to the details and an eye toward managing downside risk.

Our investment team is dedicated to doing the rigorous research and continuous monitoring required to identify and invest in companies that meet our guidelines, which means they have:

strong competitive advantages
competent, shareholder-friendly management
favorable long-term growth prospects
trade in the market at a price materially below the investment team’s calculation of underlying intrinsic value

Our core portfolio is diversified across a variety of industries, yet typically contains only 25–35 individual holdings. This more focused portfolio increases the intensity with which we study each investment and the comfort level we must feel.

Comprehensive Investment Strategies

Proprietary in-house managed solutions comprise the CORE of our client portfolios.

Summitry EXPLORE strategies expand the opportunity set for our clients who want small cap and International investments. We delegate authority to best-of-breed, third-party manager teams for security selection to sectors of the capital markets beyond our core strategies.

We apply the same rigor to selecting these third-party managers as we apply to our CORE investments. These managers must share Summitry’s intrinsic value investing philosophy.

The selection of managers is subject to deep due diligence of their team, processes, and historical results through market cycles.

Customized Portfolios

Through a combination of conversations and sophisticated software tools, we’ll determine your investment objectives and current level of risk tolerance, taking into consideration your time horizon, cash flow needs, and growth objectives.

We use objective-based portfolio strategies as a starting point to allocate your accounts across liquid equity and fixed-income securities. Then, customize the portfolio according to your current holdings, concentrated stock positions, or other personal desires.

Exceptional Client Experience

A Unique Approach to Wealth Management

At Summitry, our firm is structured such that each member can focus on their domain of expertise, contributing to a unique client experience.

As our client, you will be paired with an advisory team suited to your personal attributes. Each advisory team has two or more Senior Financial Advisors, one or more Financial Advisors, and one Associate Financial Advisor. You will also be supported by our Operations, Investment, Onboarding and Strategy teams. You will also have access to our professional centers of influence, such as attorneys, accountants, consultants, and more.

Barron's Names Summitry's Colin Higgins a Top 100 Financial Advisor for 2023

Summitry Ranked One of America’s Top RIAs by Financial Advisor Magazine for 2023

Barron's Names Summitry's Colin Higgins a Top 1200 Financial Advisor for 2023

Summitry is the process we follow, as a partner to our clients, to understand the unique Bay Area terrain, to plan the route to the top, and to work alongside them as they make the climb.