[{"data":1,"prerenderedAt":2031},["ShallowReactive",2],{"config-published":3,"i-ph:caret-down-bold":732,"i-ph:magnifying-glass":735,"i-ph:list":737,"i-ph:instagram-logo":739,"i-ph:youtube-logo":741,"i-ph:x-logo":743,"i-ph:facebook-logo":745,"i-ph:linkedin-logo":747,"discover/financial-advice/summit-rock-financial-advisors-published":749,"i-uil:list-ul":2018,"i-ph:caret-right-bold":2021,"breadcrumbs-/discover/financial-advice/summit-rock-financial-advisors":2023,"i-ph:caret-right":2029},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":724,"full_slug":724,"sort_by_date":34,"position":725,"tag_list":726,"is_startpage":543,"parent_id":727,"meta_data":34,"group_id":728,"first_published_at":729,"release_id":34,"lang":730,"path":34,"alternates":731,"default_full_slug":34,"translated_slugs":34},"App configuration","2022-11-24T11:24:28.448Z","2026-01-07T10:07:40.657Z","2026-01-07T10:07:40.684Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":11,"href":12,"text":12,"component":13,"advisorCTA":14,"headerMenu":41,"footerLinks":538,"loginLinkUrl":559,"advisorCTAUrl":560,"loginLinkText":12,"proHeaderMenu":561,"FooterRichText":643,"advisorCTALink":28,"advisorCTAText":644,"openInNewWindow":543,"footerLegalLinks":645,"geoWarningCTAUrl":666,"footerDisclaimer1":12,"footerDisclaimer2":667,"footerDisclaimer3":12,"footerSocialLinks":668,"geoWarningCTALink":689,"geoWarningCTAText":690,"FooterStickyBanner":691,"geoWarningCTAClose":692,"geoWarningCTATitle":693,"SpeakToAdvisorWidget":694,"newsletterSignupWidget":704},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","","app-configuration",{"type":15,"content":16},"doc",[17],{"type":18,"content":19},"paragraph",[20,27],{"text":21,"type":22,"marks":23},"Are you an adviser? ","text",[24],{"type":25,"attrs":26},"styled",{"class":12},{"text":28,"type":22,"marks":29},"Go to Unbiased Pro",[30,37,39],{"type":31,"attrs":32},"link",{"href":33,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/pro",null,"_self","url",{"type":38},"bold",{"type":25,"attrs":40},{"class":12},[42,148,269,368,440],{"CTA":43,"_uid":57,"title":58,"component":59,"overview_link":60,"main_section_links":75,"main_section_title":132,"additional_section_links":133,"additional_section_title":147},[44],{"_uid":45,"link":46,"component":56},"2298396f-4a40-4282-b5ef-f30a3b9619b8",{"type":15,"content":47},[48],{"type":18,"content":49},[50],{"text":51,"type":22,"marks":52},"Find an advisor",[53],{"type":31,"attrs":54},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[61],{"_uid":62,"link":63,"component":56},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":15,"content":64},[65],{"type":18,"content":66},[67],{"text":68,"type":22,"marks":69},"All financial advice guides",[70],{"type":31,"attrs":71},{"href":72,"uuid":73,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/","34bbfdfd-544e-42d2-aebd-78a15ad88cba","story",[76,89,102,115],{"_uid":77,"link":78,"component":56},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":15,"content":79},[80],{"type":18,"content":81},[82],{"text":83,"type":22,"marks":84},"Top investment companies",[85],{"type":31,"attrs":86},{"href":87,"uuid":88,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":90,"link":91,"component":56},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":15,"content":92},[93],{"type":18,"content":94},[95],{"text":96,"type":22,"marks":97},"Top Robo-Advisors",[98],{"type":31,"attrs":99},{"href":100,"uuid":101,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"_uid":103,"link":104,"component":56},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":15,"content":105},[106],{"type":18,"content":107},[108],{"text":109,"type":22,"marks":110},"Top financial advisor firms",[111],{"type":31,"attrs":112},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":116,"link":117,"component":56},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":15,"content":118},[119],{"type":18,"content":120},[121],{"text":122,"type":22,"marks":123},"Top wealth management firms",[124,128],{"type":31,"attrs":125},{"href":126,"uuid":127,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":129,"attrs":130},"textStyle",{"color":131},"rgb(0, 0, 0)","Get help with",[134],{"_uid":135,"link":136,"component":56},"f234c95d-2ad5-4cb6-9484-4c4b31413c2f",{"type":15,"content":137},[138],{"type":18,"content":139},[140],{"text":141,"type":22,"marks":142},"Financial advisors near me",[143],{"type":31,"attrs":144},{"href":145,"uuid":146,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/find-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","More resources",{"CTA":149,"_uid":160,"title":161,"component":59,"overview_link":162,"main_section_links":176,"main_section_title":132,"additional_section_links":229,"additional_section_title":147},[150],{"_uid":151,"link":152,"component":56},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":15,"content":153},[154],{"type":18,"content":155},[156],{"text":51,"type":22,"marks":157},[158],{"type":31,"attrs":159},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[163],{"_uid":164,"link":165,"component":56},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":15,"content":166},[167],{"type":18,"content":168},[169],{"text":170,"type":22,"marks":171},"All retirement guides",[172],{"type":31,"attrs":173},{"href":174,"uuid":175,"anchor":34,"target":35,"linktype":74},"/discover/retirement/","0580c990-ee0a-4287-ac8d-d2e4689a1051",[177,190,203,216],{"_uid":178,"link":179,"component":56},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":15,"content":180},[181],{"type":18,"content":182},[183],{"text":184,"type":22,"marks":185},"Retiring on $300K",[186],{"type":31,"attrs":187},{"href":188,"uuid":189,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":191,"link":192,"component":56},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":15,"content":193},[194],{"type":18,"content":195},[196],{"text":197,"type":22,"marks":198},"Retiring on $500K",[199],{"type":31,"attrs":200},{"href":201,"uuid":202,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":204,"link":205,"component":56},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":15,"content":206},[207],{"type":18,"content":208},[209],{"text":210,"type":22,"marks":211},"Retiring on $800K",[212],{"type":31,"attrs":213},{"href":214,"uuid":215,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":217,"link":218,"component":56},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":15,"content":219},[220],{"type":18,"content":221},[222],{"text":223,"type":22,"marks":224},"Retiring on $1 million",[225],{"type":31,"attrs":226},{"href":227,"uuid":228,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[230,243,256],{"_uid":231,"link":232,"component":56},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":15,"content":233},[234],{"type":18,"content":235},[236],{"text":237,"type":22,"marks":238},"Retirement calculator",[239],{"type":31,"attrs":240},{"href":241,"uuid":242,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":244,"link":245,"component":56},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":15,"content":246},[247],{"type":18,"content":248},[249],{"text":250,"type":22,"marks":251},"Roth IRA calculator",[252],{"type":31,"attrs":253},{"href":254,"uuid":255,"anchor":34,"target":35,"linktype":74},"/discover/retirement/roth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":257,"link":258,"component":56},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":15,"content":259},[260],{"type":18,"content":261},[262],{"text":263,"type":22,"marks":264},"What is a 401k",[265],{"type":31,"attrs":266},{"href":267,"uuid":268,"anchor":34,"target":35,"linktype":74},"/discover/investing/what-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":270,"_uid":281,"title":282,"component":59,"overview_link":283,"main_section_links":297,"main_section_title":132,"additional_section_links":354,"additional_section_title":147},[271],{"_uid":272,"link":273,"component":56},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":15,"content":274},[275],{"type":18,"content":276},[277],{"text":51,"type":22,"marks":278},[279],{"type":31,"attrs":280},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"495763d1-ee75-4112-9ef6-5765d8c6a6be","Investing",[284],{"_uid":285,"link":286,"component":56},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":15,"content":287},[288],{"type":18,"content":289},[290],{"text":291,"type":22,"marks":292},"All investing guides",[293],{"type":31,"attrs":294},{"href":295,"uuid":296,"anchor":34,"target":35,"linktype":74},"/discover/investing/","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[298,312,326,340],{"_uid":299,"link":300,"component":56},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":15,"content":301},[302],{"type":18,"attrs":303,"content":304},{"textAlign":34},[305],{"text":306,"type":22,"marks":307},"The best way to invest $20k",[308],{"type":31,"attrs":309},{"href":310,"uuid":311,"anchor":34,"target":35,"linktype":74},"/discover/investing/best-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":313,"link":314,"component":56},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":15,"content":315},[316],{"type":18,"attrs":317,"content":318},{"textAlign":34},[319],{"text":320,"type":22,"marks":321},"The best way to invest $50k",[322],{"type":31,"attrs":323},{"href":324,"uuid":325,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":327,"link":328,"component":56},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":15,"content":329},[330],{"type":18,"attrs":331,"content":332},{"textAlign":34},[333],{"text":334,"type":22,"marks":335},"The best way to invest $100k",[336],{"type":31,"attrs":337},{"href":338,"uuid":339,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":341,"link":342,"component":56},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":15,"content":343},[344],{"type":18,"attrs":345,"content":346},{"textAlign":34},[347],{"text":348,"type":22,"marks":349},"Investments that pay a monthly income",[350],{"type":31,"attrs":351},{"href":352,"uuid":353,"anchor":34,"target":35,"linktype":74},"/discover/investing/12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[355],{"_uid":356,"link":357,"component":56},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":15,"content":358},[359],{"type":18,"content":360},[361],{"text":362,"type":22,"marks":363},"Compound interest calculator",[364],{"type":31,"attrs":365},{"href":366,"uuid":367,"anchor":34,"target":35,"linktype":74},"/discover/investing/compound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":369,"_uid":380,"title":381,"component":59,"overview_link":382,"main_section_links":396,"main_section_title":132,"additional_section_links":439,"additional_section_title":147},[370],{"_uid":371,"link":372,"component":56},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":15,"content":373},[374],{"type":18,"content":375},[376],{"text":51,"type":22,"marks":377},[378],{"type":31,"attrs":379},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14","Banking",[383],{"_uid":384,"link":385,"component":56},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":15,"content":386},[387],{"type":18,"content":388},[389],{"text":390,"type":22,"marks":391},"All banking guides",[392],{"type":31,"attrs":393},{"href":394,"uuid":395,"anchor":34,"target":35,"linktype":74},"/discover/banking/","d8de9283-4031-440b-be2f-01ac9349324e",[397,411,425],{"_uid":398,"link":399,"component":56},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":15,"content":400},[401],{"type":18,"attrs":402,"content":403},{"textAlign":34},[404],{"text":405,"type":22,"marks":406},"What is private banking",[407],{"type":31,"attrs":408},{"href":409,"uuid":410,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":412,"link":413,"component":56},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":15,"content":414},[415],{"type":18,"attrs":416,"content":417},{"textAlign":34},[418],{"text":419,"type":22,"marks":420},"US income breakdown",[421],{"type":31,"attrs":422},{"href":423,"uuid":424,"anchor":34,"target":35,"linktype":74},"/discover/banking/how-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":426,"link":427,"component":56},"6a0937f3-2014-431f-a77c-95e748072003",{"type":15,"content":428},[429],{"type":18,"attrs":430,"content":431},{"textAlign":34},[432],{"text":433,"type":22,"marks":434},"Cost of living in Florida",[435],{"type":31,"attrs":436},{"href":437,"uuid":438,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":441,"_uid":452,"title":453,"component":59,"overview_link":454,"main_section_links":468,"main_section_title":132,"additional_section_links":525,"additional_section_title":147},[442],{"_uid":443,"link":444,"component":56},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":15,"content":445},[446],{"type":18,"content":447},[448],{"text":51,"type":22,"marks":449},[450],{"type":31,"attrs":451},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[455],{"_uid":456,"link":457,"component":56},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":15,"content":458},[459],{"type":18,"content":460},[461],{"text":462,"type":22,"marks":463},"All tax guides",[464],{"type":31,"attrs":465},{"href":466,"uuid":467,"anchor":34,"target":35,"linktype":74},"/discover/taxes/","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[469,483,497,511],{"_uid":470,"link":471,"component":56},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":15,"content":472},[473],{"type":18,"attrs":474,"content":475},{"textAlign":34},[476],{"text":477,"type":22,"marks":478},"Capital gains tax for seniors",[479],{"type":31,"attrs":480},{"href":481,"uuid":482,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":484,"link":485,"component":56},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":15,"content":486},[487],{"type":18,"attrs":488,"content":489},{"textAlign":34},[490],{"text":491,"type":22,"marks":492},"Capital gains tax by state",[493],{"type":31,"attrs":494},{"href":495,"uuid":496,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":498,"link":499,"component":56},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":15,"content":500},[501],{"type":18,"attrs":502,"content":503},{"textAlign":34},[504],{"text":505,"type":22,"marks":506},"Understanding capital gains tax",[507],{"type":31,"attrs":508},{"href":509,"uuid":510,"anchor":34,"target":35,"linktype":74},"/discover/retirement/how-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":512,"link":513,"component":56},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":15,"content":514},[515],{"type":18,"attrs":516,"content":517},{"textAlign":34},[518],{"text":519,"type":22,"marks":520},"Tax in Washington",[521],{"type":31,"attrs":522},{"href":523,"uuid":524,"anchor":34,"target":35,"linktype":74},"/discover/taxes/washington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[526],{"_uid":527,"link":528,"component":56},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":15,"content":529},[530],{"type":18,"content":531},[532],{"text":533,"type":22,"marks":534},"Capital Gains Tax Calculator",[535],{"type":31,"attrs":536},{"href":537,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/taxes/capital-gains-tax-calculator",[539,544,546,548,550,554],{"_uid":540,"href":174,"text":541,"component":542,"openInNewWindow":543},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement","app-link",false,{"_uid":545,"href":295,"text":282,"component":542,"openInNewWindow":543},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":547,"href":394,"text":381,"component":542,"openInNewWindow":543},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":549,"href":466,"text":453,"component":542,"openInNewWindow":543},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":551,"href":552,"text":553,"component":542,"openInNewWindow":543},"ecf272f5-571f-41aa-a069-75c81ec617e8","/discover/insurance/","Insurance",{"_uid":555,"href":556,"text":557,"component":542,"openInNewWindow":558},"0acdc588-18e3-4e41-872b-1d528d985164","/about-us","About us",true,"https://v2.unbiased.com/consumer/login","/pro",[562,575,589,603,617,630],{"_uid":563,"link":564,"component":56},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":15,"content":565},[566],{"type":18,"content":567},[568],{"text":569,"type":22,"marks":570},"Pricing",[571],{"type":31,"attrs":572},{"href":573,"uuid":34,"anchor":34,"custom":574,"target":35,"linktype":36},"https://www.unbiased.com/pages/pricing",{},{"_uid":576,"link":577,"component":56},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":15,"content":578},[579],{"type":18,"content":580},[581],{"text":582,"type":22,"marks":583},"Business Growth",[584],{"type":31,"attrs":585},{"href":586,"uuid":587,"anchor":34,"custom":588,"target":35,"linktype":74},"/pro/discover/business-growth/","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":590,"link":591,"component":56},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":15,"content":592},[593],{"type":18,"content":594},[595],{"text":596,"type":22,"marks":597},"Trends & Insight",[598],{"type":31,"attrs":599},{"href":600,"uuid":601,"anchor":34,"custom":602,"target":35,"linktype":74},"/pro/discover/trends-insight/","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":604,"link":605,"component":56},"0404c041-e645-42fe-8932-be896a82902e",{"type":15,"content":606},[607],{"type":18,"content":608},[609],{"text":610,"type":22,"marks":611},"News",[612],{"type":31,"attrs":613},{"href":614,"uuid":615,"anchor":34,"custom":616,"target":35,"linktype":74},"/pro/discover/news/","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":618,"link":619,"component":56},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":15,"content":620},[621],{"type":18,"content":622},[623],{"text":624,"type":22,"marks":625},"Help",[626],{"type":31,"attrs":627},{"href":628,"uuid":34,"anchor":34,"custom":629,"target":35,"linktype":36},"https://www.unbiased.com/pages/pro/faqs",{},{"_uid":631,"link":632,"component":56},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":15,"content":633},[634],{"type":18,"content":635},[636],{"text":637,"type":22,"marks":638},"Login",[639],{"type":31,"attrs":640},{"href":641,"uuid":34,"anchor":34,"custom":642,"target":35,"linktype":36},"https://v2.unbiased.com/pro/login",{},[],"Are you an advisor?",[646,650,654,658,662],{"_uid":647,"href":648,"text":649,"component":542,"openInNewWindow":543},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https://www.unbiased.com/faq","FAQ",{"_uid":651,"href":652,"text":653,"component":542,"openInNewWindow":543},"85a086a2-d420-43a6-a1e6-d8cfcc52a584","/terms-of-use","Terms of Use",{"_uid":655,"href":656,"text":657,"component":542,"openInNewWindow":543},"bd58e670-f5ff-4936-adbe-5aa73c990cdf","/privacy-policy","Privacy Policy",{"_uid":659,"href":660,"text":661,"component":542,"openInNewWindow":558},"eafa26a7-3b78-4f00-954e-f1ebc3115542","https://reports.adviserinfo.sec.gov/reports/ADV/323880/PDF/323880.pdf","Unbiased ADV",{"_uid":663,"href":664,"text":665,"component":542,"openInNewWindow":558},"2cbcf581-9d60-443b-9e63-9e95be09afad","https://reports.adviserinfo.sec.gov/crs/crs_323880.pdf","Unbiased CRS","https://www.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[669,673,677,681,685],{"_uid":670,"href":671,"text":672,"component":542,"openInNewWindow":543},"2ca50944-e323-4559-9c46-b77eb4bce616","//www.instagram.com/unbiased.us/","Instagram",{"_uid":674,"href":675,"text":676,"component":542,"openInNewWindow":543},"278b2358-e4c6-491b-b011-425b4bd0b709","//www.youtube.com/@Unbiased","YouTube",{"_uid":678,"href":679,"text":680,"component":542,"openInNewWindow":543},"dccca61f-0426-4778-a54b-1944ab1ae71f","//twitter.com/Unbiased_us","Twitter",{"_uid":682,"href":683,"text":684,"component":542,"openInNewWindow":543},"6e6372d5-1f37-43fb-a849-8868877530c8","//www.facebook.com/unbiasedus","Facebook",{"_uid":686,"href":687,"text":688,"component":542,"openInNewWindow":558},"c3a97f2f-ee67-4516-9529-6aff38733af2","https://www.linkedin.com/showcase/unbiased.com/","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[695],{"_uid":696,"heading":697,"cta_link":55,"cta_text":698,"component":699,"description":700,"pro_heading":701,"pro_cta_link":33,"pro_cta_text":702,"pro_description":703},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[705],{"_uid":706,"title":707,"CTAText":708,"subtitle":709,"component":710,"errorTitle":711,"description":712,"successTitle":713,"errorSubtitle":714,"successSubtitle":715,"consentCheckboxLabelText":716,"errorMesageFirstNameError":717,"consentCheckboxLabelLinkURL":656,"consentCheckboxLabelLinkText":718,"errorMessageRequiredFieldEmail":719,"errorMessageIncorrectEmailFormat":720,"errorMessageRequiredFieldConsent":721,"errorMessageRequiredFieldInterest":722,"errorMessageRequiredFieldFirstName":723},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest news, tips and guides to help you manage your finances","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-60,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z","default",[],{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":734},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":736},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":738},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":740},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":742},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":744},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":746},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":748},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"name":750,"created_at":751,"published_at":752,"updated_at":753,"id":754,"uuid":755,"content":756,"slug":1447,"full_slug":1448,"sort_by_date":34,"position":2012,"tag_list":2013,"is_startpage":543,"parent_id":2014,"meta_data":34,"group_id":2015,"first_published_at":2016,"release_id":34,"lang":730,"path":34,"alternates":2017,"default_full_slug":34,"translated_slugs":34},"Summit Rock financial advisors","2024-08-29T13:56:09.202Z","2026-03-06T13:42:22.292Z","2026-03-06T13:42:22.316Z",541724902,"7ec37423-7fad-4bc2-b372-f01819610b9f",{"_uid":757,"body":758,"hero":1941,"author":1957,"series":12,"sidebar":1981,"hide_cta":543,"metatags":2003,"reviewer":12,"component":2007,"updatedAt":12,"series_order":12,"bottom_banner":2008,"fullWidthMode":543,"subcategories":2009,"hideEmbeddedMF":543,"hide_pro_banner":558,"intro_paragraph":2010,"series_dropdown":543,"intro_subheading":12,"series_navigation":558,"table_of_contents":558,"outgrow_calculator":2011,"series_dropdown_label":12,"hide_email_signup_widget":558,"show_compound_calculator":543,"show_roth_ira_calculator":543,"show_footer_sticky_banner":543,"show_retirement_calculator":543,"show_capital_gains_calculator":543},"7a9e058d-a27a-40f9-b474-ee6ffffa18cb",[759,837,1233,1824],{"_uid":760,"data":761,"component":836},"2e19a953-b5dd-42da-be32-7c61df1bd023",{"type":15,"content":762},[763,776,812,821,826,831],{"type":764,"attrs":765,"content":767},"heading",{"level":766,"textAlign":34},2,[768,770],{"text":769,"type":22},"Summary",{"text":771,"type":22,"marks":772}," ",[773],{"type":129,"attrs":774},{"color":775},"#212323",{"type":777,"content":778},"bullet_list",[779,787,794],{"type":780,"content":781},"list_item",[782],{"type":18,"attrs":783,"content":784},{"textAlign":34},[785],{"text":786,"type":22},"Summit Rock Advisors caters exclusively to clients with significant assets, typically requiring a minimum wealth of $100 million. ",{"type":780,"content":788},[789],{"type":18,"attrs":790,"content":791},{"textAlign":34},[792],{"text":793,"type":22},"Summit Rock’s fee structure includes quarterly advisory fees, annual management fees for SRA Portfolios, and performance bonuses. ",{"type":780,"content":795},[796],{"type":18,"attrs":797,"content":798},{"textAlign":34},[799,801,810],{"text":800,"type":22},"Unbiased will match you with a financial advisor for expert ",{"text":802,"type":22,"marks":803},"financial advice",[804,808],{"type":31,"attrs":805},{"href":806,"uuid":34,"anchor":34,"target":807,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor?_gl=1%2aarst9y%2a_ga%2aMjEwOTg3MTczOC4xNjk3NDQ0NjE5%2a_ga_2L93GWDPD4%2aMTcwMDY2NzE3MS4yMi4xLjE3MDA2NjcyMTUuMTYuMC4w","_blank",{"type":809},"underline",{"text":811,"type":22}," on achieving your financial goals. ",{"type":764,"attrs":813,"content":814},{"level":766,"textAlign":34},[815,817],{"text":816,"type":22},"Summit Rock financial advisors: who are they?",{"text":771,"type":22,"marks":818},[819],{"type":129,"attrs":820},{"color":775},{"type":18,"attrs":822,"content":823},{"textAlign":34},[824],{"text":825,"type":22},"Summit Rock Advisors, LP is an SEC-registered investment advisor based in New York City.  ",{"type":18,"attrs":827,"content":828},{"textAlign":34},[829],{"text":830,"type":22},"Specializing in providing discreet financial advice and portfolio management to a highly select group of US-based families and charitable institutions, Summit Rock Advisors team offers independent and highly tailored advice to clients with a minimum of $100 million in assets.  ",{"type":18,"attrs":832,"content":833},{"textAlign":34},[834],{"text":835,"type":22},"The firm is committed to privacy and caters to an exclusive clientele by developing personalized investment strategies designed to meet specific financial goals and address unique circumstances. ","article-rich-text",{"_uid":838,"body":839,"image":1224,"title":750,"cta_link":1229,"cta_text":698,"component":1230,"background":12,"description":1231,"secondary_cta":543,"cta_description":1232},"3d1bb9c0-3859-4290-9bbd-529460c92c82",[840,930],{"_uid":841,"data":842,"component":929},"9928cc7d-e4cd-4e9d-a0c3-6d9abdb7209d",{"type":15,"content":843},[844,854,859,868,873,882,887,896,901,910,915,924],{"type":18,"attrs":845,"content":846},{"textAlign":34},[847],{"text":848,"type":22,"marks":849},"Assets under management:",[850,853],{"type":129,"attrs":851},{"color":852},"#000000",{"type":38},{"type":18,"attrs":855,"content":856},{"textAlign":34},[857],{"text":858,"type":22},"$23.5 billion",{"type":18,"attrs":860,"content":861},{"textAlign":34},[862],{"text":863,"type":22,"marks":864},"Number of advisors:",[865,867],{"type":129,"attrs":866},{"color":852},{"type":38},{"type":18,"attrs":869,"content":870},{"textAlign":34},[871],{"text":872,"type":22},"40 investment advisors",{"type":18,"attrs":874,"content":875},{"textAlign":34},[876],{"text":877,"type":22,"marks":878},"Time in business:",[879,881],{"type":129,"attrs":880},{"color":852},{"type":38},{"type":18,"attrs":883,"content":884},{"textAlign":34},[885],{"text":886,"type":22},"Founded 2007",{"type":18,"attrs":888,"content":889},{"textAlign":34},[890],{"text":891,"type":22,"marks":892},"Fee structure:",[893,895],{"type":129,"attrs":894},{"color":852},{"type":38},{"type":18,"attrs":897,"content":898},{"textAlign":34},[899],{"text":900,"type":22},"Combination of percentage of AUM, fixed fees, and performance-based fees",{"type":18,"attrs":902,"content":903},{"textAlign":34},[904],{"text":905,"type":22,"marks":906},"Fees:",[907,909],{"type":129,"attrs":908},{"color":852},{"type":38},{"type":18,"attrs":911,"content":912},{"textAlign":34},[913],{"text":914,"type":22},"Not publicly fixed; vary depending on services and portfolio size",{"type":18,"attrs":916,"content":917},{"textAlign":34},[918],{"text":919,"type":22,"marks":920},"Minimum account sizes:",[921,923],{"type":129,"attrs":922},{"color":852},{"type":38},{"type":18,"attrs":925,"content":926},{"textAlign":34},[927],{"text":928,"type":22},"Typically $100 million+ in investable assets","company-summary-rich-text",{"_uid":931,"component":932,"accordions":933},"a1db048a-b754-404e-879c-be3bad3aec70","company-summary-accordion-group",[934,984,1067,1114,1167],{"_uid":935,"text":936,"title":982,"component":983},"e62ab61c-bee2-41c3-a5d5-99a837a5386c",{"type":15,"content":937},[938],{"type":777,"content":939},[940,947,954,961,968,975],{"type":780,"content":941},[942],{"type":18,"attrs":943,"content":944},{"textAlign":34},[945],{"text":946,"type":22},"Portfolio management and investment advisory",{"type":780,"content":948},[949],{"type":18,"attrs":950,"content":951},{"textAlign":34},[952],{"text":953,"type":22},"Customised investment planning",{"type":780,"content":955},[956],{"type":18,"attrs":957,"content":958},{"textAlign":34},[959],{"text":960,"type":22},"Private equity and alternative investments",{"type":780,"content":962},[963],{"type":18,"attrs":964,"content":965},{"textAlign":34},[966],{"text":967,"type":22},"Management of proprietary SRA Portfolios",{"type":780,"content":969},[970],{"type":18,"attrs":971,"content":972},{"textAlign":34},[973],{"text":974,"type":22},"Discretionary and non-discretionary investment advice",{"type":780,"content":976},[977],{"type":18,"attrs":978,"content":979},{"textAlign":34},[980],{"text":981,"type":22},"Holistic wealth planning (including tax and philanthropy considerations)","Financial services","company-summary-accordion",{"_uid":985,"text":986,"title":1066,"component":983},"f6d0bcce-69c8-45e8-810b-a1328a95cfae",{"type":15,"content":987},[988],{"type":777,"content":989},[990,1001,1012,1023,1034,1045,1055],{"type":780,"content":991},[992],{"type":18,"attrs":993,"content":994},{"textAlign":34},[995,999],{"text":996,"type":22,"marks":997},"Highly personalised investment plans",[998],{"type":38},{"text":1000,"type":22}," tailored to each client’s financial goals and risk tolerance.",{"type":780,"content":1002},[1003],{"type":18,"attrs":1004,"content":1005},{"textAlign":34},[1006,1010],{"text":1007,"type":22,"marks":1008},"Custom asset allocation",[1009],{"type":38},{"text":1011,"type":22}," based on factors like time horizon, tax position, and liquidity needs.",{"type":780,"content":1013},[1014],{"type":18,"attrs":1015,"content":1016},{"textAlign":34},[1017,1021],{"text":1018,"type":22,"marks":1019},"Diversification across assets, sectors, and regions",[1020],{"type":38},{"text":1022,"type":22}," to reduce risk and volatility.",{"type":780,"content":1024},[1025],{"type":18,"attrs":1026,"content":1027},{"textAlign":34},[1028,1032],{"text":1029,"type":22,"marks":1030},"Focus on preserving capital and long-term purchasing power",[1031],{"type":38},{"text":1033,"type":22}," for ultra-wealthy clients.",{"type":780,"content":1035},[1036],{"type":18,"attrs":1037,"content":1038},{"textAlign":34},[1039,1043],{"text":1040,"type":22,"marks":1041},"Use of proprietary investment vehicles (SRA Portfolios)",[1042],{"type":38},{"text":1044,"type":22}," available exclusively to clients.",{"type":780,"content":1046},[1047],{"type":18,"attrs":1048,"content":1049},{"textAlign":34},[1050,1053],{"text":960,"type":22,"marks":1051},[1052],{"type":38},{"text":1054,"type":22}," included alongside traditional assets.",{"type":780,"content":1056},[1057],{"type":18,"attrs":1058,"content":1059},{"textAlign":34},[1060,1064],{"text":1061,"type":22,"marks":1062},"Regular portfolio reviews and adjustments",[1063],{"type":38},{"text":1065,"type":22}," to stay aligned with market changes and client goals","Investing strategy",{"_uid":1068,"text":1069,"title":1113,"component":983},"fcb362e9-4002-4752-9566-4a9b91b921c5",{"type":15,"content":1070},[1071],{"type":777,"content":1072},[1073,1083,1093,1103],{"type":780,"content":1074},[1075],{"type":18,"attrs":1076,"content":1077},{"textAlign":34},[1078],{"text":1079,"type":22,"marks":1080},"Highly personalized investment plans tailored to individual clients. ",[1081],{"type":129,"attrs":1082},{"color":12},{"type":780,"content":1084},[1085],{"type":18,"attrs":1086,"content":1087},{"textAlign":34},[1088],{"text":1089,"type":22,"marks":1090},"Expertise in managing large portfolios with complex financial needs. ",[1091],{"type":129,"attrs":1092},{"color":12},{"type":780,"content":1094},[1095],{"type":18,"attrs":1096,"content":1097},{"textAlign":34},[1098],{"text":1099,"type":22,"marks":1100},"Regular, comprehensive reviews of client portfolios. ",[1101],{"type":129,"attrs":1102},{"color":12},{"type":780,"content":1104},[1105],{"type":18,"attrs":1106,"content":1107},{"textAlign":34},[1108],{"text":1109,"type":22,"marks":1110},"Access to proprietary investment vehicles (SRA Portfolios) exclusive to clients. ",[1111],{"type":129,"attrs":1112},{"color":12},"Pros",{"_uid":1115,"text":1116,"title":1166,"component":983},"d88857a9-602e-4575-ac13-007199798fea",{"type":15,"content":1117},[1118,1130,1142,1154],{"type":777,"content":1119},[1120],{"type":780,"content":1121},[1122],{"type":18,"attrs":1123,"content":1124},{"textAlign":34},[1125],{"text":1126,"type":22,"marks":1127},"The minimum wealth requirement of $100 million limits access for many investors. ",[1128],{"type":129,"attrs":1129},{"color":12},{"type":777,"content":1131},[1132],{"type":780,"content":1133},[1134],{"type":18,"attrs":1135,"content":1136},{"textAlign":34},[1137],{"text":1138,"type":22,"marks":1139},"Proprietary products may create potential conflicts of interest. ",[1140],{"type":129,"attrs":1141},{"color":12},{"type":777,"content":1143},[1144],{"type":780,"content":1145},[1146],{"type":18,"attrs":1147,"content":1148},{"textAlign":34},[1149],{"text":1150,"type":22,"marks":1151},"Fees may be higher compared to other advisors catering to smaller clients. ",[1152],{"type":129,"attrs":1153},{"color":12},{"type":777,"content":1155},[1156],{"type":780,"content":1157},[1158],{"type":18,"attrs":1159,"content":1160},{"textAlign":34},[1161],{"text":1162,"type":22,"marks":1163},"Performance bonuses can increase costs based on investment results. ",[1164],{"type":129,"attrs":1165},{"color":12},"Cons",{"_uid":1168,"text":1169,"title":1223,"component":983},"354a56f5-017a-4142-8967-07590bb6d721",{"type":15,"content":1170},[1171],{"type":777,"content":1172},[1173,1190,1201,1212],{"type":780,"content":1174},[1175],{"type":18,"attrs":1176,"content":1177},{"textAlign":34},[1178,1182,1184,1188],{"text":1179,"type":22,"marks":1180},"Ultra-high-net-worth individuals and families",[1181],{"type":38},{"text":1183,"type":22}," with ",{"text":1185,"type":22,"marks":1186},"$100M+ in investable assets",[1187],{"type":38},{"text":1189,"type":22},".",{"type":780,"content":1191},[1192],{"type":18,"attrs":1193,"content":1194},{"textAlign":34},[1195,1199],{"text":1196,"type":22,"marks":1197},"Clients with complex financial needs",[1198],{"type":38},{"text":1200,"type":22}," requiring highly customised investment strategies.",{"type":780,"content":1202},[1203],{"type":18,"attrs":1204,"content":1205},{"textAlign":34},[1206,1210],{"text":1207,"type":22,"marks":1208},"Families and charitable foundations",[1209],{"type":38},{"text":1211,"type":22}," seeking private wealth management and portfolio management.",{"type":780,"content":1213},[1214],{"type":18,"attrs":1215,"content":1216},{"textAlign":34},[1217,1221],{"text":1218,"type":22,"marks":1219},"Investors who want exclusive, personalised advisory services",[1220],{"type":38},{"text":1222,"type":22}," with a small client base.","Who is Summit Rock best for?",{"id":1225,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1226,"copyright":12,"fieldtype":1227,"meta_data":1228,"is_external_url":543},17163232,"https://a.storyblok.com/f/185166/880x548/1b8c91caea/summit-rock-financial-advisors.webp","asset",{},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Summit Rock Advisors. Brand identity for a company that provides financial advice and portfolio management to a select number of families and foundations.","Not sure if Summit Rock financial advisors suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1234,"data":1235,"component":836},"032523d3-e58c-4766-8341-f1ed6eb14f80",{"type":15,"content":1236},[1237,1250,1258,1280,1288,1296,1304,1316,1324,1339,1377,1391,1402,1413,1424,1435,1518,1530,1552,1560,1568,1576,1584,1596,1618,1626,1634,1642,1654,1662,1670,1678,1686,1698,1706,1714,1722,1730,1742,1750,1758,1766,1778,1786,1794,1814],{"type":764,"attrs":1238,"content":1239},{"level":766,"textAlign":34},[1240,1245],{"text":1241,"type":22,"marks":1242},"What does Summit Rock do?",[1243],{"type":129,"attrs":1244},{"color":12},{"text":771,"type":22,"marks":1246},[1247],{"type":129,"attrs":1248},{"color":1249},"rgb(33, 35, 35)",{"type":18,"attrs":1251,"content":1252},{"textAlign":34},[1253],{"text":1254,"type":22,"marks":1255},"Summit Rock acts as a comprehensive financial advisor, offering customized portfolio management.  ",[1256],{"type":129,"attrs":1257},{"color":12},{"type":18,"attrs":1259,"content":1260},{"textAlign":34},[1261,1266,1275],{"text":1262,"type":22,"marks":1263},"They develop and monitor ",[1264],{"type":129,"attrs":1265},{"color":12},{"text":1267,"type":22,"marks":1268},"personalized investment plans",[1269,1272,1274],{"type":31,"attrs":1270},{"href":1271,"uuid":34,"anchor":34,"target":807,"linktype":36},"https://www.unbiased.com/discover/investing/how-to-make-an-investment-plan-that-works-for-you",{"type":129,"attrs":1273},{"color":12},{"type":809},{"text":1276,"type":22,"marks":1277}," that incorporate their proprietary SRA Portfolios and other assets, tailored to each client’s risk tolerance and financial goals.  ",[1278],{"type":129,"attrs":1279},{"color":12},{"type":18,"attrs":1281,"content":1282},{"textAlign":34},[1283],{"text":1284,"type":22,"marks":1285},"Summit Rock holds discretionary authority over assets in the SRA Portfolios and Private Equity Reserves Accounts but provides non-discretionary advice for other assets, leaving final decisions to the client.  ",[1286],{"type":129,"attrs":1287},{"color":12},{"type":18,"attrs":1289,"content":1290},{"textAlign":34},[1291],{"text":1292,"type":22,"marks":1293},"Summit Rock reviews client accounts on a quarterly basis, with additional reviews triggered by significant market events or shifts in the client’s objectives.  ",[1294],{"type":129,"attrs":1295},{"color":12},{"type":18,"attrs":1297,"content":1298},{"textAlign":34},[1299],{"text":1300,"type":22,"marks":1301},"These regular assessments ensure that investment strategies remain aligned with evolving financial goals and market conditions. ",[1302],{"type":129,"attrs":1303},{"color":12},{"type":764,"attrs":1305,"content":1306},{"level":766,"textAlign":34},[1307,1312],{"text":1308,"type":22,"marks":1309},"What are the pros and cons of Summit Rock?",[1310],{"type":129,"attrs":1311},{"color":12},{"text":771,"type":22,"marks":1313},[1314],{"type":129,"attrs":1315},{"color":1249},{"type":18,"attrs":1317,"content":1318},{"textAlign":34},[1319],{"text":1320,"type":22,"marks":1321},"As with any investment advisor, Summit Rock has its strengths and areas that may present challenges for clients. ",[1322],{"type":129,"attrs":1323},{"color":12},{"type":18,"attrs":1325,"content":1326},{"textAlign":34},[1327,1333],{"text":1328,"type":22,"marks":1329},"Pros of Summit Rock:",[1330,1332],{"type":129,"attrs":1331},{"color":12},{"type":38},{"text":771,"type":22,"marks":1334},[1335,1338],{"type":129,"attrs":1336},{"color":1337},"rgb(7, 55, 99)",{"type":38},{"type":777,"content":1340},[1341,1350,1359,1368],{"type":780,"content":1342},[1343],{"type":18,"attrs":1344,"content":1345},{"textAlign":34},[1346],{"text":1079,"type":22,"marks":1347},[1348],{"type":129,"attrs":1349},{"color":12},{"type":780,"content":1351},[1352],{"type":18,"attrs":1353,"content":1354},{"textAlign":34},[1355],{"text":1089,"type":22,"marks":1356},[1357],{"type":129,"attrs":1358},{"color":12},{"type":780,"content":1360},[1361],{"type":18,"attrs":1362,"content":1363},{"textAlign":34},[1364],{"text":1099,"type":22,"marks":1365},[1366],{"type":129,"attrs":1367},{"color":12},{"type":780,"content":1369},[1370],{"type":18,"attrs":1371,"content":1372},{"textAlign":34},[1373],{"text":1109,"type":22,"marks":1374},[1375],{"type":129,"attrs":1376},{"color":12},{"type":18,"attrs":1378,"content":1379},{"textAlign":34},[1380,1386],{"text":1381,"type":22,"marks":1382},"Cons of Summit Rock:",[1383,1385],{"type":129,"attrs":1384},{"color":12},{"type":38},{"text":771,"type":22,"marks":1387},[1388,1390],{"type":129,"attrs":1389},{"color":1337},{"type":38},{"type":777,"content":1392},[1393],{"type":780,"content":1394},[1395],{"type":18,"attrs":1396,"content":1397},{"textAlign":34},[1398],{"text":1126,"type":22,"marks":1399},[1400],{"type":129,"attrs":1401},{"color":12},{"type":777,"content":1403},[1404],{"type":780,"content":1405},[1406],{"type":18,"attrs":1407,"content":1408},{"textAlign":34},[1409],{"text":1138,"type":22,"marks":1410},[1411],{"type":129,"attrs":1412},{"color":12},{"type":777,"content":1414},[1415],{"type":780,"content":1416},[1417],{"type":18,"attrs":1418,"content":1419},{"textAlign":34},[1420],{"text":1150,"type":22,"marks":1421},[1422],{"type":129,"attrs":1423},{"color":12},{"type":777,"content":1425},[1426],{"type":780,"content":1427},[1428],{"type":18,"attrs":1429,"content":1430},{"textAlign":34},[1431],{"text":1162,"type":22,"marks":1432},[1433],{"type":129,"attrs":1434},{"color":12},{"type":18,"attrs":1436,"content":1437},{"textAlign":34},[1438,1440,1449,1451,1463,1465,1477,1479,1491,1493,1505,1506],{"text":1439,"type":22},"Investors looking for similar full-service, high‑net‑worth wealth management could compare ",{"text":1441,"type":22,"marks":1442},"Summit Rock",[1443],{"type":31,"attrs":1444},{"href":1445,"uuid":755,"anchor":34,"target":35,"linktype":74,"story":1446},"/discover/financial-advice/summit-rock-financial-advisors",{"name":750,"id":754,"uuid":755,"slug":1447,"url":1448,"full_slug":1448,"_stopResolving":558},"summit-rock-financial-advisors","discover/financial-advice/summit-rock-financial-advisors",{"text":1450,"type":22}," with firms such as ",{"text":1452,"type":22,"marks":1453},"Hightower Advisors",[1454],{"type":31,"attrs":1455},{"href":1456,"uuid":1457,"anchor":34,"target":35,"linktype":74,"story":1458},"/discover/financial-advice/hightower-advisors-review","2bbcc8b4-69a0-42cd-bdd0-8799e67c2b3e",{"name":1459,"id":1460,"uuid":1457,"slug":1461,"url":1462,"full_slug":1462,"_stopResolving":558},"Hightower Advisors Review",108815578809135,"hightower-advisors-review","discover/financial-advice/hightower-advisors-review",{"text":1464,"type":22},", ",{"text":1466,"type":22,"marks":1467},"Creative Planning",[1468],{"type":31,"attrs":1469},{"href":1470,"uuid":1471,"anchor":34,"target":35,"linktype":74,"story":1472},"/discover/financial-advice/creative-planning-review","66511e14-6679-438d-a246-3a9878a25f96",{"name":1473,"id":1474,"uuid":1471,"slug":1475,"url":1476,"full_slug":1476,"_stopResolving":558},"Creative Planning Review",504480505,"creative-planning-review","discover/financial-advice/creative-planning-review",{"text":1478,"type":22}," or ",{"text":1480,"type":22,"marks":1481},"Mariner Wealth Advisors",[1482],{"type":31,"attrs":1483},{"href":1484,"uuid":1485,"anchor":34,"target":35,"linktype":74,"story":1486},"/discover/financial-advice/mariner-wealth-advisors-review","c2a6e91c-e70d-4791-9a60-dc4f83aec78d",{"name":1487,"id":1488,"uuid":1485,"slug":1489,"url":1490,"full_slug":1490,"_stopResolving":558},"Mariner Wealth Advisors review",104894191918597,"mariner-wealth-advisors-review","discover/financial-advice/mariner-wealth-advisors-review",{"text":1492,"type":22},", while those seeking lower-cost or hybrid advisory options might consider ",{"text":1494,"type":22,"marks":1495},"Vanguard Personal Advisor Services",[1496],{"type":31,"attrs":1497},{"href":1498,"uuid":1499,"anchor":34,"target":35,"linktype":74,"story":1500},"/discover/financial-advice/vanguard-review","ccc745cd-079f-4138-a1e9-c91cc3877020",{"name":1501,"id":1502,"uuid":1499,"slug":1503,"url":1504,"full_slug":1504,"_stopResolving":558},"Vanguard Review",81598018459083,"vanguard-review","discover/financial-advice/vanguard-review",{"text":1478,"type":22},{"text":1507,"type":22,"marks":1508},"Schwab Intelligent Portfolios Premium.",[1509],{"type":31,"attrs":1510},{"href":1511,"uuid":1512,"anchor":34,"target":35,"linktype":74,"story":1513},"/discover/investing/schwab-intelligent-portfolio-review","b474cdc0-18a7-42d3-8b78-147a66108eaf",{"name":1514,"id":1515,"uuid":1512,"slug":1516,"url":1517,"full_slug":1517,"_stopResolving":558},"Schwab Intelligent Portfolio Review",74521050795191,"schwab-intelligent-portfolio-review","discover/investing/schwab-intelligent-portfolio-review",{"type":764,"attrs":1519,"content":1520},{"level":766,"textAlign":34},[1521,1526],{"text":1522,"type":22,"marks":1523},"What financial services do Summit Rock offer?",[1524],{"type":129,"attrs":1525},{"color":12},{"text":771,"type":22,"marks":1527},[1528],{"type":129,"attrs":1529},{"color":1249},{"type":18,"attrs":1531,"content":1532},{"textAlign":34},[1533,1538,1547],{"text":1534,"type":22,"marks":1535},"Summit Rock Advisors offers a wide range of financial services focused on ",[1536],{"type":129,"attrs":1537},{"color":12},{"text":1539,"type":22,"marks":1540},"portfolio management",[1541,1544,1546],{"type":31,"attrs":1542},{"href":1543,"uuid":34,"anchor":34,"target":807,"linktype":36},"https://www.unbiased.com/discover/investing/what-is-an-investment-portfolio",{"type":129,"attrs":1545},{"color":12},{"type":809},{"text":1548,"type":22,"marks":1549}," and investment advice.  ",[1550],{"type":129,"attrs":1551},{"color":12},{"type":18,"attrs":1553,"content":1554},{"textAlign":34},[1555],{"text":1556,"type":22,"marks":1557},"These services include developing and implementing customized investment plans, managing proprietary pooled investment vehicles (SRA Portfolios), and advising on discretionary and non-discretionary accounts.  ",[1558],{"type":129,"attrs":1559},{"color":12},{"type":18,"attrs":1561,"content":1562},{"textAlign":34},[1563],{"text":1564,"type":22,"marks":1565},"A key component of their offerings is Summit Rock Advisors' private equity, which involves managing private equity reserves alongside traditional and alternative investments.  ",[1566],{"type":129,"attrs":1567},{"color":12},{"type":18,"attrs":1569,"content":1570},{"textAlign":34},[1571],{"text":1572,"type":22,"marks":1573},"Their services are designed to help clients meet their financial goals through a combination of tailored strategies, private equity investments, and other customized solutions.  ",[1574],{"type":129,"attrs":1575},{"color":12},{"type":18,"attrs":1577,"content":1578},{"textAlign":34},[1579],{"text":1580,"type":22,"marks":1581},"Additionally, Summit Rock provides holistic financial planning that considers tax implications, philanthropic objectives, and other wealth management needs. ",[1582],{"type":129,"attrs":1583},{"color":12},{"type":764,"attrs":1585,"content":1586},{"level":766,"textAlign":34},[1587,1592],{"text":1588,"type":22,"marks":1589},"What fees do Summit Rock offer?",[1590],{"type":129,"attrs":1591},{"color":12},{"text":771,"type":22,"marks":1593},[1594],{"type":129,"attrs":1595},{"color":1249},{"type":18,"attrs":1597,"content":1598},{"textAlign":34},[1599,1604,1613],{"text":1600,"type":22,"marks":1601},"Summit Rock’s ",[1602],{"type":129,"attrs":1603},{"color":12},{"text":1605,"type":22,"marks":1606},"fee structure",[1607,1610,1612],{"type":31,"attrs":1608},{"href":1609,"uuid":34,"anchor":34,"target":807,"linktype":36},"https://reports.adviserinfo.sec.gov/crs/crs_144059.pdf",{"type":129,"attrs":1611},{"color":12},{"type":809},{"text":1614,"type":22,"marks":1615}," aligns with the complexity and scale of the portfolios it manages.  ",[1616],{"type":129,"attrs":1617},{"color":12},{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621],{"text":1622,"type":22,"marks":1623},"The advisory fee, which covers the development and monitoring of a client’s investment plan, is assessed quarterly in arrears and is negotiable based on individual needs.  ",[1624],{"type":129,"attrs":1625},{"color":12},{"type":18,"attrs":1627,"content":1628},{"textAlign":34},[1629],{"text":1630,"type":22,"marks":1631},"For clients in the SRA Portfolios, a 0.65% annual management fee, based on net asset value, is charged quarterly in advance.  ",[1632],{"type":129,"attrs":1633},{"color":12},{"type":18,"attrs":1635,"content":1636},{"textAlign":34},[1637],{"text":1638,"type":22,"marks":1639},"Performance fees may also apply, including a 15% bonus for Intermediate Liquidity Portfolios exceeding their benchmark and a fee for Long-term Liquidity Portfolios if returns surpass a set hurdle.  ",[1640],{"type":129,"attrs":1641},{"color":12},{"type":764,"attrs":1643,"content":1644},{"level":766,"textAlign":34},[1645,1650],{"text":1646,"type":22,"marks":1647},"What technology do Summit Rock use?",[1648],{"type":129,"attrs":1649},{"color":12},{"text":771,"type":22,"marks":1651},[1652],{"type":129,"attrs":1653},{"color":1249},{"type":18,"attrs":1655,"content":1656},{"textAlign":34},[1657],{"text":1658,"type":22,"marks":1659},"Summit Rock maintains a highly discreet profile, but it is clear that it leverages advanced technology to protect and manage its clients’ substantial assets.  ",[1660],{"type":129,"attrs":1661},{"color":12},{"type":18,"attrs":1663,"content":1664},{"textAlign":34},[1665],{"text":1666,"type":22,"marks":1667},"In 2023, Summit Rock integrated Microsoft Entra ID (formerly Azure Active Directory) for Identity and Access Management (IAM), replacing legacy systems and enhancing their security infrastructure.  ",[1668],{"type":129,"attrs":1669},{"color":12},{"type":18,"attrs":1671,"content":1672},{"textAlign":34},[1673],{"text":1674,"type":22,"marks":1675},"This adoption indicates a focus on modern, cloud-based security solutions, ensuring that only authorized individuals have access to sensitive data.  ",[1676],{"type":129,"attrs":1677},{"color":12},{"type":18,"attrs":1679,"content":1680},{"textAlign":34},[1681],{"text":1682,"type":22,"marks":1683},"While specific details about their broader technology stack remain private, Summit Rock advisor's emphasis on privacy and cutting-edge systems reflects their commitment to safeguarding client information. ",[1684],{"type":129,"attrs":1685},{"color":12},{"type":764,"attrs":1687,"content":1688},{"level":766,"textAlign":34},[1689,1694],{"text":1690,"type":22,"marks":1691},"Summit Rock security: is it secure?",[1692],{"type":129,"attrs":1693},{"color":12},{"text":771,"type":22,"marks":1695},[1696],{"type":129,"attrs":1697},{"color":1249},{"type":18,"attrs":1699,"content":1700},{"textAlign":34},[1701],{"text":1702,"type":22,"marks":1703},"As a firm catering to ultra-high-net-worth individuals and institutions, Summit Rock places paramount importance on security.  ",[1704],{"type":129,"attrs":1705},{"color":12},{"type":18,"attrs":1707,"content":1708},{"textAlign":34},[1709],{"text":1710,"type":22,"marks":1711},"While specific details are not publicly available, it’s most likely they employ robust cybersecurity protocols to safeguard sensitive financial data.  ",[1712],{"type":129,"attrs":1713},{"color":12},{"type":18,"attrs":1715,"content":1716},{"textAlign":34},[1717],{"text":1718,"type":22,"marks":1719},"Summit Rock likely incorporates advanced encryption, secure data storage, and rigorous compliance with industry security standards to protect client assets and information.  ",[1720],{"type":129,"attrs":1721},{"color":12},{"type":18,"attrs":1723,"content":1724},{"textAlign":34},[1725],{"text":1726,"type":22,"marks":1727},"Their discretion and focus on privacy suggest that security is integral to their operations, even though detailed security measures remain undisclosed to the public. ",[1728],{"type":129,"attrs":1729},{"color":12},{"type":764,"attrs":1731,"content":1732},{"level":766,"textAlign":34},[1733,1738],{"text":1734,"type":22,"marks":1735},"Does Summit Rock have good customer service?",[1736],{"type":129,"attrs":1737},{"color":12},{"text":771,"type":22,"marks":1739},[1740],{"type":129,"attrs":1741},{"color":1249},{"type":18,"attrs":1743,"content":1744},{"textAlign":34},[1745],{"text":1746,"type":22,"marks":1747},"Summit Rock’s private and exclusive nature implies that its customer service is tailored to meet the specific needs of its ultra-high-net-worth clients.  ",[1748],{"type":129,"attrs":1749},{"color":12},{"type":18,"attrs":1751,"content":1752},{"textAlign":34},[1753],{"text":1754,"type":22,"marks":1755},"Each client likely receives highly personalized service from the dedicated Summit Rock advisors team, reflecting the firm’s commitment to individualized care and discretion. ",[1756],{"type":129,"attrs":1757},{"color":12},{"type":18,"attrs":1759,"content":1760},{"textAlign":34},[1761],{"text":1762,"type":22,"marks":1763},"While little is publicly shared about Summit Rock's client service practices, it is safe to assume that Summit Rock prioritizes confidentiality and responsiveness, ensuring that client needs are handled with the utmost care.  ",[1764],{"type":129,"attrs":1765},{"color":12},{"type":764,"attrs":1767,"content":1768},{"level":766,"textAlign":34},[1769,1774],{"text":1770,"type":22,"marks":1771},"Get expert financial advice",[1772],{"type":129,"attrs":1773},{"color":12},{"text":771,"type":22,"marks":1775},[1776],{"type":129,"attrs":1777},{"color":1249},{"type":18,"attrs":1779,"content":1780},{"textAlign":34},[1781],{"text":1782,"type":22,"marks":1783},"Summit Rock Advisors offers a high level of personalized investment management for ultra-high-net-worth families and institutions.  ",[1784],{"type":129,"attrs":1785},{"color":12},{"type":18,"attrs":1787,"content":1788},{"textAlign":34},[1789],{"text":1790,"type":22,"marks":1791},"Their focus on discretion, advanced technology, and rigorous security ensures tailored financial solutions and confidential service.  ",[1792],{"type":129,"attrs":1793},{"color":12},{"type":18,"attrs":1795,"content":1796},{"textAlign":34},[1797,1802,1809],{"text":1798,"type":22,"marks":1799},"Let Unbiased match you with a financial advisor for expert ",[1800],{"type":129,"attrs":1801},{"color":12},{"text":802,"type":22,"marks":1803},[1804,1806,1808],{"type":31,"attrs":1805},{"href":806,"uuid":34,"anchor":34,"target":807,"linktype":36},{"type":129,"attrs":1807},{"color":12},{"type":809},{"text":1810,"type":22,"marks":1811}," and guidance in achieving your financial and investment goals. ",[1812],{"type":129,"attrs":1813},{"color":12},{"type":764,"attrs":1815,"content":1816},{"level":766,"textAlign":34},[1817],{"text":1818,"type":22,"marks":1819},"Frequently asked questions",[1820,1822],{"type":129,"attrs":1821},{"color":12},{"type":1823},"italic",{"_uid":1825,"component":1826,"accordions":1827},"16846b2f-aa8a-4cfb-a54c-03151f3fc986","app-accordion-group",[1828,1912,1928],{"_uid":1829,"text":1830,"title":1910,"component":1911},"da117427-b350-4f6a-9248-1ad3461a3cbf",{"type":15,"content":1831},[1832],{"type":777,"content":1833},[1834,1845,1855,1866,1877,1888,1899],{"type":780,"content":1835},[1836],{"type":18,"attrs":1837,"content":1838},{"textAlign":34},[1839,1843],{"text":1840,"type":22,"marks":1841},"Ultra-high-net-worth focus:",[1842],{"type":38},{"text":1844,"type":22}," Works mainly with families and institutions with $100M+ in investable assets.",{"type":780,"content":1846},[1847],{"type":18,"attrs":1848,"content":1849},{"textAlign":34},[1850,1854],{"text":1851,"type":22,"marks":1852},"Highly personalised investment strategies",[1853],{"type":38},{"text":1000,"type":22},{"type":780,"content":1856},[1857],{"type":18,"attrs":1858,"content":1859},{"textAlign":34},[1860,1864],{"text":1861,"type":22,"marks":1862},"Exclusive client base:",[1863],{"type":38},{"text":1865,"type":22}," Serves a small, select group of clients for more customised service.",{"type":780,"content":1867},[1868],{"type":18,"attrs":1869,"content":1870},{"textAlign":34},[1871,1875],{"text":1872,"type":22,"marks":1873},"Portfolio management and financial advice",[1874],{"type":38},{"text":1876,"type":22}," including private equity and alternative investments.",{"type":780,"content":1878},[1879],{"type":18,"attrs":1880,"content":1881},{"textAlign":34},[1882,1886],{"text":1883,"type":22,"marks":1884},"Proprietary investment portfolios (SRA Portfolios)",[1885],{"type":38},{"text":1887,"type":22}," available to clients.",{"type":780,"content":1889},[1890],{"type":18,"attrs":1891,"content":1892},{"textAlign":34},[1893,1897],{"text":1894,"type":22,"marks":1895},"Regular portfolio monitoring and reviews",[1896],{"type":38},{"text":1898,"type":22}," to keep investments aligned with goals.",{"type":780,"content":1900},[1901],{"type":18,"attrs":1902,"content":1903},{"textAlign":34},[1904,1908],{"text":1905,"type":22,"marks":1906},"Strong focus on privacy and security",[1907],{"type":38},{"text":1909,"type":22}," for clients with significant wealth.","What are the key features of Summit Rock Financial?","app-accordion",{"_uid":1913,"text":1914,"title":1927,"component":1911},"cf556cd7-b9af-4e6f-a8b7-8c8df36f7640",{"type":15,"content":1915},[1916],{"type":18,"attrs":1917,"content":1918},{"textAlign":34},[1919,1921],{"text":1920,"type":22},"Summit Rock Advisors is a legitimate, SEC-registered investment advisor focusing on wealthy families, foundations, and endowments",{"text":1922,"type":22,"marks":1923},". ",[1924],{"type":129,"attrs":1925},{"color":1926},"#0A0A0A","Is Summit Rock financial legit?",{"_uid":1929,"text":1930,"title":1940,"component":1911},"85dbde16-ccaf-4438-8b4b-6bc81fa36a5c",{"type":15,"content":1931},[1932],{"type":18,"attrs":1933,"content":1934},{"textAlign":34},[1935],{"text":1936,"type":22,"marks":1937},"As a registered investment adviser, they are legally required to act in the best interests of their clients, fulfilling a fiduciary duty.",[1938],{"type":129,"attrs":1939},{"color":1926},"Is Summit Rock Financial a fiduciary?",[1942],{"_uid":1943,"image":1944,"title":1945,"component":1956,"breadcrumbs":558},"bef37939-81de-430f-889f-126c327ec96a",{"alt":12,"name":12,"title":12,"filename":1226,"copyright":12,"fieldtype":1227},{"type":15,"content":1946},[1947],{"type":18,"content":1948},[1949,1954],{"text":750,"type":22,"marks":1950},[1951],{"type":25,"attrs":1952},{"class":1953},"primary-gradient",{"text":1955,"type":22},": what are the pros and cons?","app-hero",{"name":1958,"created_at":1959,"published_at":1960,"updated_at":1961,"id":1962,"uuid":1963,"content":1964,"slug":1973,"full_slug":1974,"sort_by_date":34,"position":1975,"tag_list":1976,"is_startpage":543,"parent_id":1977,"meta_data":34,"group_id":1978,"first_published_at":1979,"release_id":34,"lang":730,"path":34,"alternates":1980,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":1965,"_uid":1966,"name":1958,"image":1967,"component":1971,"description":1972},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":1968,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1969,"copyright":12,"fieldtype":1227,"meta_data":1970,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[1982],{"_uid":1983,"body":1984,"title":2001,"component":2002},"6cc8cf94-6326-4e91-a36e-30c781738ec4",[1985,1989,1993,1997],{"_uid":1986,"href":1987,"text":1988,"component":542,"openInNewWindow":558},"1cf0d454-c1eb-4a68-bc70-17cea125ce0b","https://www.unbiased.com/discover/financial-advice/best-financial-advisor"," Best financial advisors",{"_uid":1990,"href":1991,"text":1992,"component":542,"openInNewWindow":558},"f9b1d4d9-8413-4e98-bda7-b79a2ef95acd","https://www.unbiased.com/discover/financial-advice/northwestern-mutual-financial-advisor","Northwestern Mutual financial advisors",{"_uid":1994,"href":1995,"text":1996,"component":542,"openInNewWindow":558},"bebd4a37-0e7b-4357-a241-e69f859555c8","https://www.unbiased.com/discover/financial-advice/cambridge-investment-research-review","Cambridge Investment Research Advisors",{"_uid":1998,"href":1999,"text":2000,"component":542,"openInNewWindow":558},"f598856e-4888-4ad6-bbf0-41edec5179df","https://app.storyblok.com/#/me/spaces/185166/stories/0/0/541724902/blok/f598856e-4888-4ad6-bbf0-41edec5179df","Mercer Advisors review ","Related articles","app-links-list",{"title":2004,"plugin":2005,"og_image":12,"og_title":12,"description":2006,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"Summit Rock Financial Advisors | Unbiased","seo_metatags","Learn about Summit Rock advisor services and much more in this comprehensive guide to help you make informed financial decisions. ","app-article",[],[],"Explore how Summit Rock Advisors provides exclusive, highly personalized investment management to ultra-high-net-worth clients. ",[],-3710,[],365590167,"1e46fd04-a481-4dc4-b08e-49371bef8f62","2024-08-30T08:07:06.149Z",[],{"left":727,"top":727,"width":2019,"height":2019,"rotate":727,"vFlip":543,"hFlip":543,"body":2020},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2022},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2024,2027,2028],{"title":2025,"exact":558,"href":2026},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1445,"disabled":558},{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2030},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777540100318]