SUMMIT TRAIL ADVISORS INVESTMENT ALLIANCE
Manager Due Diligence
Access to Summit Trail’s roster of approved investment managers and strategies across asset classes
Model Portfolios
Asset Allocation Models built across risk levels with implementation across Mutual Funds and ETFs
Market Research
Published research on market events and portfolio construction ideas
White Papers & Thought Leadership
Publications on Market Trends and Insights and other important areas to advisors and investors
Alternative Investment Offerings
Fund offerings available across Private Credit, Private Real Estate, Private Equity, and Hedge Funds
Customized Client Analysis
Ability to provide customized client portfolio analysis and review