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 taxation and non-taxation
- Alternative Investments
- Cash
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