Our Investment Philosophy
At 7Summit Advisors, our investment philosophy focuses on judicious, long-term thinking that is tactical, opportunistic, and contrarian. We provide a disciplined approach for each client while creating and managing a custom global portfolio based on your ability and willingness to take risk, as well as tactical asset allocation, and current and future investment opportunities and expectations. In essence, we provide portfolio management with risk controls and tax efficiencies.
- We ask questions and listen attentively to better understand your financial objectives
- We screen investments based on solid fundamentals
- We seek capital appreciation for long-term dollars
- We are committed to a customized approach to fit your needs and goals
- We help you keep up with inflation
- We diversify your portfolio to help manage risk and volatility
The Nasdaq Fund Network Registration
7Summit Advisors, LLC (SVNSMX, SVNSTX) has registered our separately managed accounts composite performance on The Nasdaq Fund Network. In connection with this registration, 7Summit Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). This transparency provides potential investors with valuable information when selecting an investment manager with whom to partner.
GIPS ® Compliance
7Summit Advisors, LLC (“7Summit Advisors”) is a registered investment adviser with State of California.
7Summit Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Our firm’s claim of compliance has been independently verified by ACA Compliance Group. In addition, each of our composites receives a performance examination.
To obtain GIPS Reports or a list of the firm’s composite descriptions, please contact Janice Cam using our contact form.
Quarterly Client Reports of Performance Results
Envestnet │Tamarac PortfolioCenter®, which acquired Schwab Performance Technologies PortfolioCenter in February 2019 prepares the quarterly performance client reports for 7Summit Advisors, LLC.