Summit Strategies Group is one of the industry’s leading investment consultants focused on developing long-term partnerships with institutional investors.

Founded in 1995, we have been serving our clients, including endowments and foundations, hospitals and health care systems, public funds, corporations (defined benefit and defined contribution plans) and Taft-Hartley pension plans, for more than 20 years.

We provide traditional full-service consulting, defined contribution and outsourced CIO services. Our extensive in-house resources and research capabilities enable us to help clients meet their investment objectives. We have highly experienced professionals in the areas of consulting, capital markets and risk management, manager research, operational due diligence, and performance measurement and analytics.