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Summit values the expertise that investment advisors provide. We also understand your focus isn’t to just sell a retirement plan—but to build relationships and move your business forward. Because we want to be the provider you call on consistently, our friendly customer support staff will minimize your post-sale involvement in establishing and/or transferring plans, thus allowing you to cultivate new business opportunities.
From sales support, to our array of investment options and administrative services, to our expertise in plan design and conversion, we give you the best possible retirement solution available. Working with us means you'll never have to go it alone.
We want to save your clients money. We are completely transparent with no hidden fees.
Whether you're selling a start-up plan or moving an existing plan, we are here to manage the implementation and conversion process to reduce your post-sale involvement.
We realize that growing your business is more than just adding new clients. Retaining your existing clients is equally important. You can rely on Summit to help you achieve both goals.
Our investment independent, open architecture platform provides you the ability and flexibility to offer your clients the lowest and best share class available to suit their needs.
We will work with you and your clients the way you want.