Top financial advisors in Greenfield, WI
We’ve curated a list of the best financial advisors in Greenfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$70,097,257
Number of advisors
6 advisors
| $70,097,257 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greenfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Summit Investment Management, Ltd.
Summit Investment Management, Ltd., established in 1987, offers investment advisory services specializing in continuous asset management. The firm provides Catholic Values portfolios designed to align with Catholic Bishop's guidelines of financial and social responsibility. Clients' accounts are managed based on individual investment objectives, risk tolerance, and other relevant factors. Summit exercises discretion in selecting securities for clients, with most clients granting discretionary authority. The firm uses a variety of sources for investment analysis, focusing on factors like inflation, interest rates, and industry sectors. Summit has a fee-sharing arrangement with Financial Trust Asset Management for specific strategies. Clients are charged fees quarterly based on assets under management, covering custody and transaction costs. Summit does not charge performance-based fees and discloses potential risks associated with investments. The firm acts as a fiduciary, voting proxies in the best interest of clients. Summit maintains a Code of Ethics to prevent conflicts of interest and requires preapproval for certain securities transactions. Summit does not have any disciplinary history or financial industry affiliations beyond investment advisory services.
$70,097,257 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greenfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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