Summit Trust Company utilizes the Dimensional Fund Advisors family of no-load asset-class mutual funds as its primary investment portfolios. Investment advice for these portfolios is provided by OBS Financial Services, which is a qualified broker/dealer and registered investment advisor.
Summit Trust Company may use certain forms supplied by the Investment Advisor to collect data regarding suitability, in order to assist in the selection of the portfolio matched to the appropriate risk level for the client. Summit Trust Company may rely upon other registered investment advisors to manage certain portfolios, and upon the investment advisor selected by the individual clients.
Our professional advisor clients benefit from a Nevada financial institution that provides a high-level of client service delivered by experienced professionals. Summit Trust Company provides solutions to customers' needs in a flexible and cost efficient manner.
The goal of the Summit Trust Asset Management Program (STAMP) is to provide clients with the highest level of service and investment solutions that meet their specific goals. With this in mind, Summit Trust has, in our opinion, the best investment strategy to benefit every type of account of our investors.
At the heart of Summit's STAMP Program are Exchange Traded Funds and Mutual Funds. – less–ZoomInfo