Suitability
Summit Asset Management LLC is a Registered Investment Adviser regulated by the United States Securities & Exchange Commission as well as state regulators. Although our website is available to anyone, we may not be able to serve all viewers of our site. Contact an advisor to discuss the services we can provide you.
Confidentiality
Privacy is very important to Summit clients. Accordingly, Summit maintains safeguards and policies designed to protect our clients’ personal information.
Safety
Charles Schwab & Co., Inc. serves as the custodian for most Summit clients. Through a limited power of attorney, clients authorize Summit to select investments within their accounts and make authorized transfers. Schwab enforces strict controls to make certain that only clients can authorize money moved from the account. Checks and tenderable securities certificates are always made or endorsed to Charles Schwab & Co., Inc.
