SummitAlliance Investment Group Information

SummitAlliance is an independent investment management and research firm that provides comprehensive investment management solutions and services for independent financial advisors (RIAs, broker/dealers, CFPs, CPAs, tax advisors, attorneys, insurance professionals and bankers) of all sizes through a robust web-based turnkey asset management platform (TAMP). As an owner-operated firm, we are accountable to you, the independent advisor. Our principals have decades of experience and a solid reputation for excellence in the delivery of financial services. Since our professional roots are grounded in the retail advisory business, we understand the challenges you face on a daily basis in servicing the needs of your clients. Our business philosophy is based on this understanding of the support you need to grow your business.