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Investment Management Services

Our philosophy of producing consistent growth and absolute returns through ever-changing market conditions guides us to constantly search for world class asset management talent across a wide range of traditional and alternative asset classes. We will only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. The Summa Group’s due diligence team has and continues to conduct hundreds of calls and meetings each year with money managers to assess risk, monitor strategies, and look for new opportunities. We are committed to proactive investment management and we make changes when we receive indications from our quantitative analysis.