News

Summit Global Investments Recognized as One of America’s Premier Financial Advisors in 2025 by Newsweek

February 13, 2025
Smart Money

Summit Global Investments Chosen as One of America’s Top Financial Advisory Firms for 2025

February 11, 2025 | PR Newswire – Bountiful, Utah

Summit Global Investments (SGI) has announced its recognition by Newsweek as one of America’s Top Financial Advisory Firms for 2025. This prestigious distinction was awarded in conjunction with Plant-A Insights Group, which conducted an extensive analysis of over 15,000 financial advisory firms registered with the U.S. Securities and Exchange Commission (SEC).

A Trusted Partner in Financial Management

In a statement regarding the selection, Nancy Cooper, Global Editor in Chief of Newsweek, emphasized the importance of trust in today’s complex financial landscape. “Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. Newsweek and Plant-A Insights are highlighting companies that exemplify what it means to be a financial leader in today’s market,” Cooper affirmed.

Leadership Reaction

Expressing pride in the recognition, Dave Harden, CEO of Summit Global Investments, stated, “We couldn’t be more excited to be selected as a Top Financial Advisory Firm. SGI grew out of the Great Financial Crisis of 2008. Our firm was born after it became apparent that investors of all walks of life needed professional risk management to help protect their assets.” He further noted that this accolade reinforces their commitment to assisting clients in reaching their investment goals.

About Summit Global Investments

Headquartered in Bountiful, Utah, SGI employs a disciplined, managed-risk, multi-factor investment process aimed at uncovering attractive investment opportunities. The firm manages a variety of investment strategies tailored to the needs of its clients.

Over the course of a full market cycle, SGI’s defensive strategies have historically minimized downside risks while still allowing participation in market rallies. The firm prides itself on its mission to help investors succeed by placing a dual focus on returns and the associated risks, ensuring that the management of risk is central to their investment approach.

Harden highlighted the firm’s dedication to evolving their investment process through decades of research and ongoing refinement. This evolution aims to understand and mitigate risks and to optimize the pursuit of market returns while avoiding potential pitfalls.

Conclusion

Summit Global Investments’ recognition as one of America’s Top Financial Advisory Firms reflects its commitment to providing essential risk management services and trusted financial advice. As the firm continues to grow and adapt in the ever-changing financial landscape, its focus on client success remains paramount.

Those interested in learning more about Summit Global Investments can reach out via their media contact, Hibre Teklemariam at 703-894-1057 or via email at [email protected].

For further information, the original content is available through PR Newswire.