Summitry, LLC

Summitry, LLC is a registered investment advisor specializing in financial planning and portfolio management services. Established in December 2003 and acquired by Aspen Standard Group, LLC in November 2024, Summitry offers tailored relationships to clients, including estate planning services and educational seminars. The firm provides various model platforms and manages client assets totaling $2.8 billion on a discretionary basis. Summitry's fee structure includes a sliding scale based on assets under management, with a minimum annual fee of $5,000 for ongoing asset management services. The firm acts as the investment adviser to the Summitry Equity Fund and provides manager selection services for private placements. Investment decisions are based on rigorous analysis by the Research team, focusing on risk and potential returns in the securities markets. Summitry has discretionary authority for trading and voting client securities, with a commitment to best execution and proxy voting in clients' best interests. The firm maintains a Code of Ethics, participates in the Schwab Advisor Network, and has a robust Business Continuation plan in place. Clients have the option to opt-out of information sharing with third parties. Summitry prioritizes client confidentiality and security, ensuring compliance with federal and state securities regulations.