Summit Asset Management LLC raised its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.6% during the third quarter, according to its most recent disclosure with the Securities and ...

New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based registered investment advisor (RIA) Gordon Asset Management. This move ...

Summit Global lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating. Fees on the firm's open-end and exchange-traded funds are a weakness ...

RIA giant Summit is closing in on a $20 billion asset milestone, while the New York-based WA looks to extend its Eastern US ...

Genex specialises in investment, retirement, executive pay, risk, estate planning, and business advisory services.

Summit Financial ("Summit"), ​​a preeminent investment advisory firm, in collaboration with Merchant Investment Management, ...

A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.

View all of Summit Global’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points ...