From the basics to sophisticated, long-term planning, we have it covered and we make it simple. Most of us only retire once - make it memorable. Whether you're still building or are where you want to be, we will be there every step of the way to take it to the next level. Our goal is to get to know you by listening and coming to an understanding of your concerns, needs and wants, not just as advisors but also as family members.
Only then will we create strategies to tackle the problems. We build trust by asking the right questions, giving honest, unbiased advice and nurturing long-term mutual relationships.
Only then will we create strategies to tackle the problems. We build trust by asking the right questions, giving honest, unbiased advice and nurturing long-term mutual relationships.
Services
Summa Global Advisors, LLC, (SGA) was founded by Roger L. Johnson in 2008 to provide customized portfolio management for individuals and families. SGA is structured to provide continuous service and advice to its clients concerning the investments under its supervision. The duty to obtain best execution for a client's transactions where the firm is in a position to direct brokerage transactions for the client.
Financial planning can mean many different things to different people: from something simple such as creating a budget or managing personal debts, to comprehensive, lifelong plans that incorporate all aspects of your life. The goal of financial planning, in a nutshell, is to create and follow a path toward achieving a single or a number of goals.
Brokerage and investment adviser services and fees differ, and it's important for you to understand the differences. Our standard service includes comprehensive investment management and financial planning. No two accounts are ever the same, since every portfolio is customized to meet your individual needs and preferences.
We are an SEC-registered investment advisor (RIA) and must adhere to its fiduciary standard. Read SEC's Investment Adviser Codes of Ethics. In a fee-only investment advisor model, the advisor's revenue comes exclusively from the fees charged to the clients in exchange for the services provided. This model minimizes conflicts of interest, as advisors are not compelled to buy and sell certain products in order to receive commission.
Discipline isn't easy! A JPMorgan Asset Management study of the S&P 500 revealed that an investor who missed just the 10 best days, from 1993 to 2013, would have an annualized return of 5.49% compared to 9.22% for those who remained fully invested. You are emotional and thus predisposed to making financial decisions that may not be in your best interest based on emotions such as greed or fear.
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