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Summit Global Investments Achieves Prestigious Recognition

In an impressive accolade, Summit Global Investments (SGI) has been included in Newsweek's list of America's Top Financial Advisory Firms for 2025, alongside the esteemed market-data research company, Plant-A Insights Group. This recognition stems from a comprehensive survey that evaluated over 15,000 financial advisory firms registered with the SEC, highlighting SGI’s commitment to excellence in financial services.

Nancy Cooper, Global Editor in Chief of Newsweek, emphasized the importance of having trusted partners in today’s complex financial landscape, stating, "In today's financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals." This sentiment reflects the core mission of SGI, which has been unwavering since its inception after the Great Financial Crisis of 2008.

Dave Harden, CEO of Summit Global Investments, expressed his enthusiasm for this recognition, saying, "We couldn't be more excited to be selected as a Top Financial Advisory Firm. SGI grew out of the Great Financial Crisis of 2008. Our firm was born after it became apparent that investors of all walks of life needed professional risk management to help protect their assets." Harden's remarks resonate deeply with the firm's philosophy of prioritizing client empowerment through informed financial decision-making.

Headquartered in Bountiful, Utah, SGI operates on a disciplined, managed-risk, multi-factor investment strategy aimed at identifying lucrative investment opportunities. The firm manages various investment strategies and has historically demonstrated a knack for limiting downside risks while allowing participation during upward market movements. The essence of SGI's mission is to help investors achieve success, focusing on both the returns generated and the associated risks.

Central to SGI's investment philosophy is their Managed Risk Approach™, a methodology developed over decades of in-depth research and continuous refinement. This approach reflects their unwavering commitment to understanding risk factors that can derail investments, as well as those that promote favorable market returns. SGI's strategies blend intentional risk management with wealth-building objectives, ensuring an investment process that safeguards clients' assets while aiming for substantial growth.

As news of SGI’s recognition spreads, both current and prospective clients can take comfort in the firm's proven track record and dedication to client success. Recognitions like this not only highlight the efficacy of SGI’s strategies but also reinforce the firm’s reputation as a leading entity in the financial advisory space. Clients seeking expertise in financial management will find a valuable partner in Summit Global Investments, championing their goals with a tested and disciplined approach.

In a financial environment marked by volatility and uncertainty, fellow firms that share SGI’s vision are also being recognized for their commitment to providing reliable financial guidance. As the industry evolves, ingrained principles of effective management and understanding of client needs become paramount in establishing lasting partnerships.

As SGI moves forward in this prestigious spotlight, it is committed to maintaining high standards of service and accountability, ensuring consistent communication with clients, and reinforcing their collective goals of financial security and growth. This recognition not only serves as a testament to SGI's dedication but empowers them to continue their mission in assisting clients across the financial spectrum.