Summit Capital’s Philosophy
At Summit Capital, we focus on assembling portfolios for our clients that consist predominately of no-load mutual funds. Mutual funds are extremely effective tools when building a portfolio, but with over 10,000 mutual funds in existence today, choosing the right funds is extremely challenging.
While tracking the performance of funds is important, we believe that understanding the management process and the philosophy behind these results is more useful. Our careful research helps us to identify those managers who have been among the best performers over meaningful periods of time, and who have demonstrated a consistent style and approach. This combination of attributes, we believe, will allow them to continue to outperform the indices going forward while carefully managing risk.
We intend to be with you for the long term, thus we do not engage in the latest investment fad. Our goal is to provide our clients with consistently outstanding results over time, while minimizing investment volatility. This means that we develop a well-diversified portfolio and strive to keep our clients focused on their long-term goals.
We believe that
- adhering to a well thought-out plan,
- earning reasonable rates of return over time
- letting the magic of compounding work
are the keys to accumulating wealth.