#USA #Bountiful #Strategic Alliance #Summit Global #Equity Services

A Strategic Alliance That Matters

Summit Global Investments (SGI) has recently made headlines by announcing its strategic partnership with Equity Services Inc. (ESI), marking a significant step towards enhancing the support it provides to financial advisors and clients alike. This alliance is not merely a business transaction; it is a values-driven collaboration that reflects both companies' commitment to growth, support, and innovation in the financial advisory industry.

Understanding the Partnership

As one of America’s Top Financial Advisory Firms of 2025, SGI has always prioritized creating an environment where financial advisors can thrive. The decision to partner with ESI comes after a careful and comprehensive evaluation process, ensuring that they found not just a service vendor, but a genuine ally in their mission to provide exceptional service and outcomes for their clients.

The President and CEO of ESI, Ata Azarshahi, emphasized the importance of mutual goals in this alliance, stating, "ESI brings a legacy of excellence and a forward-thinking, solutions-driven approach that aligns seamlessly with SGI's mission." This perspective adds depth to the partnership, as both organizations envision a shared path towards achieving greater results in the financial sector.

Empowering Advisors Through Enhanced Resources

One of the core objectives of this alliance is to empower SGI advisors with a wide range of enhanced resources and operational support. By collaborating with ESI, SGI gains access to a broader suite of financial solutions and insurance products, thereby fostering an environment that encourages advisors to be more innovative and independent.

"We weren't looking for a transactional relationship. We were searching for a team that resonates with our vision and shares our values,” said SGI CEO Dave Harden. This shared vision is rooted in a commitment to support financial advisors in building deeper relationships with their clients while navigating the complex world of finance.

In a recent statement, Harden added, "Advisors who partner with SGI tend to grow faster. Our focus on developing personalized marketing initiatives, creating the right business systems, and providing collegial peer support facilitates an environment where advisors can attract more clients and have a more substantial impact in their communities."

The Impact on Client Relationships

This strategic alliance not only benefits advisors but also profoundly impacts the relationships they maintain with clients. By leveraging ESI's expertise and robust platforms, SGI advisors have the tools necessary to deepen client relationships and unlock new revenue opportunities. The idea is to create a collaborative and supportive ecosystem that enriches both the advisor experience and client satisfaction.

A Commitment to Effective Investment Strategies

Summit Global Investments has built its reputation on a sophisticated investment process that has developed over decades. Based in Bountiful, Utah, SGI aspires to minimize risk while maximizing return on investments, guided by its Managed Risk Approach™. This approach, which focuses on the interplay of risk, return, and impact, remains central to SGI's mission of helping investors succeed.

Equity Services Inc., established in 1968, also shares this commitment. It provides a flexible affiliation model and access to top-tier solutions, aiming to support financial professionals nationwide. Recognized as a premier relationship-focused firm, ESI cultivates strong ties that are crucial for long-term success in financial advising.

Looking Forward

As SGI and ESI embark on this journey together, they reinforce the necessity of collaboration in the ever-evolving financial landscape. The strategic alliance is poised to serve as a beacon of innovative approaches to advisor growth and client satisfaction in the industry. With a combined commitment to excellence, trust, and shared values, both firms are gearing up to make a substantial impact on the financial advisory sector in the years to come.

In conclusion, the partnership between Summit Global Investments and Equity Services Inc. represents a progressive, client-focused vision for the future of financial advising, setting a compelling precedent for other firms to follow in this dynamic industry.