SN

Spencer Nielsen

CTO

Summit Global Investments

North Salt Lake, Utah


Contact Information

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Company Information

Company
Summit Global Investments
Industry
financial services
Employees
89.0
Seniority
C suite
Annual Revenue
1400000.0

Technologies

Cloudflare DNS Rackspace MailGun Outlook Microsoft Office 365 CloudFlare Hosting YouTube Google Font API Mobile Friendly Adobe Media Optimizer Cedexis Radar reCAPTCHA Vimeo Render Remote AI

Keywords

us low volatility equity mutual fund managed volatility equity strategy minimum variance optimization managed risk investing wealth management private wealth investment strategies mutual funds exchange traded funds global equity asset allocation risk management separately managed accounts family offices financial advisors portfolio management capital preservation performance analytics esg investments alternative investments private equity real estate investments market insights financial advisory investment choices managed risk approach dynamic tactical strategies institutional investing endowment management foundation investing strategic partnerships risk assessment volatility management long-term investment wealth preservation tax-efficient strategies donor advised funds philanthropic planning emphasized fund management global investment opportunities high-performing portfolios risk-adjusted returns investment philosophy customized portfolios financial goal alignment individual investment needs client advocacy holistic investment approach comprehensive strategy design proprietary investment solutions multi-strategy alternatives client service excellence due diligence performance tracking investment management financial services financial consulting consulting management consulting

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