Summit
Advisor
Solutions
INVESTMENT
MANAGEMENT
TECHNOLOGY
CONSULTING
Summit Advisor Solutions
is an INVESTMENT &
TECHNOLOGY
PLATFORM solution
geared towards the needs
of RIAs who seek
a custom turnkey
solution
• Customizable Open
• Architecture
• Wide Variety of
• Investments
• Diversified Portfolios
• Customizable Web
• Portal
• Private-labeled
• reporting
• Back Office Integration
• Succession Planning
• Acquisition Strategies
• Transition Services
LET SUMMIT ADVISOR SOLUTIONS CREATE YOUR CUSTOMIZED SOLUTION
Most turnkey asset management programs require you to do business their
way. In reality, one size does not fit the needs of all Registered Investment
Advisors.
SURPASS
EXPECTATIONS WITH
A TRUSTED PARTNER
Our customized solution lets you build
and run your own platform to suit
your needs and strategies:
CUSTOM
CLIENT
WEB PORTAL WEB ACCESS
3RD PARTY
INVESTMENT
MANAGERS
TRADING
SCA
ADVISOR
SOLUTIONS
ROBUST
ALTERNATIVE
SUITE
MULTIPLE
CUSTODIANS
INVESTMENT
CONSULTING
REPORTING
BILLING
PROPOSAL
GENERATION
• Institutional Quality Trading
• Proposal Generation
• Access to 3rd Party Managers
• Access to Liquid & Direct
• Alternatives
• Investment Consulting & Due
• Diligence
• Billing & Reporting
• Custom Web Portal for Advisor &
• Client Use
• Multiple Custodians
TRULY CUSTOMIZED & DIVERSIFIED PORTFOLIOS
CUSTOMIZE WITH OPEN ARCHITECTURE
A portfolio should be as personalized as the investor. Summit Advisor Solutions gives
you the control to tailor each client’s strategy. Start with the foundation of our 3D
investment approach.
ACHIEVE TRUE
DIVERSIFICATION
through a wide variety of
investment vehicles
Then, customize the allocation to
meet your client’s unique needs and
goals. Our open architecture platform
also allows you to create your own
strategy or construct a hybrid.
WIDE VARIETY OF INVESTMENTS
We screen the investment world for
strategies and asset classes that add
value to advisory firms and benefit their clients. Summit Advisor Solutions recommends investment vehicles to suit any strategy, including exchange-traded funds,
mutual funds, stocks, bonds and alternatives.
Our experienced professionals select asset classes, ranging from hedged equity
strategies to private credit vehicles and beyond.
STREAMLINE THE WAY YOU WORK
Summit Advisor Solutions
helps you expand the
level of customization
you can offer with more
sophisticated and
flexible solutions
GIG HARBOR
7191 Wagner Way NW
Suite 302
Gig Harbor, WA 98335
877.637.4900
DALLAS
14785 Preston Rd
Suite 1000
Dallas, TX 75254
866.667.1669
At Summit Advisor Solutions we’re dedicated to bringing customized investment
approaches and platforms to Registered Investment Advisors.
Our solutions help you deliver a fundamentally different investing strategy to your
high-net-worth clients, while growing your practice. Wherever your advisory firm is
headed, Summit Advisor Solutions helps you deliver personalized portfolios, streamline business operations, and reduce overhead costs. We’ll also guide you through
major transitions, such as succession or bringing on additional books of business.
We respect the way you do business and your drive to exceed
clients’ expectations. With a
deep passion for advisory firms,
Summit Advisor Solutions is
your total investment solution provider. Our innovative
platform, 3-dimensional (3D)
approach and tools help you
manage risk for your clients and
growth for your firm.
Learn more about the benefits we can offer your advisory firm and clients.
Call Summit Advisor Solutions for more information.
For Advisor Use Only. Not to be disseminated to the general investing public.
Advisory services provided by Argentus Capital Management a/k/a Summit Advisor Solutions.
14785 Preston Road, Suite 1000, Dallas, TX 75254 (972) 663-6300