Investment Management

At SummitWealth Partners, we are strong believers in managing investments with a dividend focused, risk based, asset allocation system. Our Fee Based managed portfolios include but are not limited to:

  • Stocks
  • Exchange Traded Funds
  • Mutual Funds
  • Alternative Investments

Our portfolios have appropriate allocations in categories such as:

  • US Equities
  • International Equities
  • Natural Resources and Materials
  • Real Estate Investment Trusts
  • Bonds, both taxable and non-taxable
  • Alternative Investments
  • Cash
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