Client Experience

Investors looking for excitement or entertainment should look elsewhere. We manage assets as if we were preparing for a serious climb—only thoughtful management of the process bodes success.

7Summit is an educated and intuitive guide on the path to preserving and growing assets. Success, however, takes knowledge on the client’s part, as well as our own. Our client’s informed questions keep us on the right path, going in the right direction, even after a change in the client’s circumstances or the market.

Many times, we do reach the summit, as defined by you, our client. And we who have worked with you on the climb, join you in celebration. That’s our definition of excitement.

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 a compliant presentation 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.