Financial Planning for Purdue University Employees
Summit Financial Group of Indiana
Financial Planners, Investment Advisors, Investment Managers
University clients have the intelligence to do their own financial planning, but don’t have the time to read the reports and research their options and plan their retirement. It’s a huge investment of time and they just don’t have it to spare. These clients need someone to concisely explain their options without wasting any time. For added convenience we meet university clients in their offices as their schedules allow!
The philosophy behind the “Best of Breed” is to define, search and select the best of breed in each asset class and category necessary for your investment portfolio. Summit considers over 4000 no-load and no transaction fee funds on a quarterly basis to develop our roster of candidates. We then layer additional, proprietary processes of analysis to sift through the good to get the great.
Our selection and modeling processes include fundamental analysis such as Fund Manager Tenure, Fund Family’s Investment Philosophy, Asset Class, Historical Returns and Style Drift. Our technical analysis layers in measurements for Alpha, Beta, Relative Strength, Statistical Algorithms and a proactive trend analysis against short term, mid-term and long terms market indicators to select, monitor and maintain optimal levels of risk vs. return creation for client accounts.
Certified Financial Planners
, Financial Adviser
, Financial Planners
, Full Service Investment
, Full Service Investment Advisory
, Independent Financial Adviser
, Independent Financial Advisor
, Independent Financial Advisors
, Investment Advisers
, Investment Advisors
, Investment Advisory Firm
, Investment And Financial
, Investment Managers
, Management And Financial Planning
, portfolio managers
, Service Investment Advisory