NFLPA Registered Player Financial Advisor

Registered Investment Advisor

Clarity · Transparency · Commitment

Informed and thoughtful investors appreciate our asset management strategies.

Client Experience

We manage assets as if preparing for a challenging climb— only a well-considered process bodes an arrival at the summit.

7Summit acts as an educated guide on the path to preserving and growing assets. Success, however, also requires our client’s knowledge and a thoughtful questioning that keeps us moving in the right direction, even with a change in the market or in the client’s situation. Many times, we do reach the summit as defined by our client. And that’s our definition of a successful climb.

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 in accordance with the Investment Advisers Act of 1940.

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.