Executive Services

Executive Services

Summit Capital Management provides assistance to executives whose structures may pose complicated risk management challenges. This means that we have the resources to manage the complicated offerings.  We offer solutions from financing costs of employer stock options, restricted & control stock sales and transfers, securing loans against restricted stock and customized hedging and collar strategies. All these issues can result in significant risk and create unexpected liquidity challenges. We can help you develop hedging strategies to insulate your investment from market volatility and reduce risk while allowing you the benefit from subsequent appreciation. Employee stock options represent a complex opportunity that requires careful planning. We can help you review your options and develop an exercise plan. Our solutions for executives are offered through our connection to Pershing LLC and their Corporate Executive Services Group.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.

Registered states: AZ, WA, CA, CO, UT, ID, TX, IA, MI, NM, OR & WY

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved