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Asset Management

By reviewing your asset distribution, including liquidity, risk tolerance and timeframe, our professionals can determine if your portfolio meets your financial needs. After this review, we can then make recommendations on asset repositioning, while taking into consideration the need to minimize your tax burden.

To discuss asset management or to schedule an appointment, please call (314) 480.1393 or e-mail info@summit-advisory.com.

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Our Services

For Individuals

Comprehensive Financial Planning

Asset Management

Investment Planning and Review

Tax Reduction Strategies

Estate Transfer and Protection

Family Wealth

For Businesses

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.