Services offered by Summit Capital Investment Management Cleveland Ohio
Summit Capital Investment Management Cleveland, Ohio

Services We Provide

  • A thoughtful assessment of your financial situation
  • A portfolio specifically designed to meet your personal goals
  • Day-to-day management of your account
  • Detailed reporting for you and your accountant
  • Regular meetings to review portfolios, evaluate investment results and discuss any changes in your situation that would affect your investment plan
  • A fee that is based on the portfolio value, not commissions
  • Access to your account at Charles Schwab online at any time