Company Information
Organization Strengths
- Summit's independence and freedom from conflicts of interest
- Our public pension fund experience
- Our asset-liability modeling process and manager selection process (i.e., design and implementation of strategy)
- Our focus on identifying and managing all types of risk
- Summit's focused business plan which allows us to spend a great deal of time really understanding each client's specific issues and keeps the client-to-consultant ratio extremely low.
Summit's strongest area of expertise is our ability to apply significant resources and creativity to the formulation and design of comprehensive, integrated investment strategy, and to successfully implement strategy in an extremely efficient way. This requires the proper focus, an independent
culture in which all alternatives are considered, and a team of proven professionals with the time and tools necessary to create customized thinking.
Total Number of Clients
- 25 Public Funds
- 6 Taft Hartley
- 3 Insurance Reserves
- 22 Corporate/Hospital
- 12 Endowments/Foundations/Religious
Total Assets Under Advisement
Around $110 billion |
| Quick Facts |
Locations:
8182 Maryland Avenue
6th Floor
St. Louis, MO 63105
Phone: (314) 727-7211
Fax: (314) 727-6068
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| Began Consulting: 1995 |
| Number of Employees: 32 |
Client Contacts
Steve Holmes
Dan Holmes
Tim Sant
Tom Pollihan
Mark Caplinger
Kari Creighton
Eric Ralph
Jessica Portis
Manager Search Contacts
Chris Fox
Roger Brown
John Lake
Chris Tocco |
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