• Investment Advice

    Gateway employs a three-step process to deliver effective and thoughtful investment management services.

    1. Asset Allocation – Develop financial profile; conduct stress test; determine overriding financial strategy

      • Develop a purposeful and practical action plan
      • Align finances with family values and aspirations
      • Synchronize individual elements and goals into a coherent whole
      • Grow your wealth as your family grows

    2. Tactical Strategy – Conduct fundamental and technical analyses; select investments

      • Apply a consistent methodology
      • Employ a robust and flexible framework
      • Pursue a top down approach to identify strong sectors
      • Utilize relative strength to select likely outperformers
      • Execute timely trades for offensive / defensive posture

    3. Risk Management – Protect asset base; establish an investment exit point

      • Employ timely and exacting risk management methodology
      • Adhere to a philosophy of stewardship and prudence

The content on this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Material presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

Any referenced external hyperlinks or information are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found therein have not been verified by Summit, nor do we make any representations as to its accuracy and completeness. Summit and its affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss.

For more information about Summit and its investment professionals, click here.

Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Gateway Advisory. Insurance products may be offered through Summit Risk Management, LLC., an affiliate of Summit Financial, LLC.