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Active Management
GOAL: to fully participate in market uptrends while minimizing intermediate to long-term market downtrends. We seek to outperform equity classes over the intermediate-long-term (5-7 years). HOW: After looking at market history, there are several market indicators that signal an intermediate/long-term downtrend in the market. Summit Capital Management has taken these indicators and developed a strategy that identfies these market conditions. While short-term corrections are difficult to identify because there is little consistency in the technical/economic indicators, history shows that intermediate/long-term trends can be consistently identified through technical analysis. Through reducing downside risk, Summit Capital Management seeks to produce significantly higher annualized returns for our clients. WHO: Summit Capital Management's Active Asset Management Strategy is designed for individuals looking to enhance their equity returns while minimizing long-term risk. If you would like to visit with someone regarding our Active Asset Management programs, please contact us. Want to know your Risk Profile? Download our questionnaire. |
Why Active Management?
What most investors fear is being invested in the market during a long-term downtrend. While the buy and hold strategy has proven sufficient over the long-term historically, it has proven to be less efficient than Summit Capital Management's Active Asset Management Strategy because it remains invested during times when the market is consistently moving down. While many investors can endure short-term corrections, investor gains are often reduced or elimiated by remaining invested when the market continues downward. Summit's strategy was developed to actively monitor the individual investor's portfolio and help prevent the individual investor from being invested in intermediate/long-term market downtrends. Note: In order to view and print PDF documents, you need Adobe's Free Acrobat Reader. Download |
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| © 2007 Summit Capital Management. All Rights Reserved. | our firm | contact us | home |
registered rep offering services through american portfolios financial services, inc. member finra, sipc. advisory services through american portfolios advisors, inc. |
Securities and/or Insurance related services may not be provided to individuals residing in any state not listed. We are registered to sell Securities in the following states: AZ, CA, CO, FL, GA, IN, IA, MI, NV, OR, PA, VA, WA, WI. |
Summit Capital Management is an investment advisory firm that specializes in identifying market trends for the individual investor. Through avoiding major downtrends in the market, our Active Asset Management Strategies seek to outperform the major averages over the intermediate to long-term, while reducing overall risk.
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