Products

Your success is measured by how well you help your clients meet their unique investment goals. We believe that one of the measures of our success is our ability to provide you with the products and services you need to meet your clients' goals. That's why Summit provides you with a wide range of offerings that allow you to tailor an optimum combination of products for each client's needs.

Summit is product neutral - we do not push you to sell any particular products. Equally important, Summit does not offer any proprietary products. If there's a product that we do not currently offer, we'll conduct the due diligence to determine if it can be made available.

Summit offers a wide variety of products in the following areas:

Research

At Summit, we understand the importance of providing our advisors and their clients with the best possible research. Whether you manage your clients' portfolios yourself or choose a third-party manager, we provide you with the ability to access a wide variety of high quality and well-regarded research. More importantly, we operate without any bias or preference for particular products or sponsors.

Through our clearing firms and other providers, Summit makes available over 100,000 pages of constantly updated, vital information on the latest news and stock information as well as over 10,000 online research and investment strategy reports.

Research provided includes: