Summit Financial has announced enhancements to its private markets offering.
The augmented approach is now fully set to equip advisers with institutional-quality resources, combining the bespoke service of a boutique firm with the breadth and depth of larger institutional offerings. Its completion is timely, coming at a time when financial advisers and their high-net-worth clients are increasingly turning to alternative investments in search of diversification and higher returns.
Summit has strategically addressed this opportunity by introducing a robust open-architecture platform for private markets, enabling advisers to seamlessly access a broad array of alternative investments on behalf of their clients. Led by Noreen Brown, co-CIO, this initiative aims to further differentiate client portfolios with the potential for higher returns and reduced exposure to market volatility while also empowering advisers with a competitive edge. By integrating access to leading plat