What Summit Capital Will Provide
- A thoughtful assessment of your financial situation
- A portfolio specifically designed to meet your personal goals
- Day-to-day management of your account
- Detailed quarterly and annual reporting for you and your accountant
- Regular meetings to review portfolios, evaluate investment results and discuss any changes in your situation that would affect your investment plan
- A fee that is based on the portfolio value, not commissions
- Access to your account at Charles Schwab online at any time