Our Major Portfolios
Research and experience has proven to us that a widely diversified portfolio is the client’s best assurance of maintaining wealth, growing assets and obtaining financial goals.
Fund diversity is achieved in seven major portfolios. Each one features:
- 12,312 unique holdings
- 18 distinct asset categories
- Funds from 42 countries
Your Financial Toolkit
We offer Financial Planning, Business Planning, and Estate Planning. We can help you with your specific needs and help you create a coordinated financial plan.
Record of Success
Build & Protect Wealth
Ask Us a Question
Gene Offredi and Summit Investor Coach, LLC are ready to help you grow your financial acumen today. Click below to ask us a question or send us a comment.
