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©COPYRIGHT 2021. SUMMIT CAPITAL SOLUTIONS. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

 

Summit Capital Solutions LLC (SCS), an SEC registered investment advisor.  SCS only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.  SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy.  All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.

 

About Summit Capital Solutions

Summit Capital Solutions, LLC (SCS) is an independent full-service investment consulting firm based in Nashville, Tennessee founded by a team of experienced industry professionals that have worked together as a team since 2004. The firm is a registered investment advisor with the SEC under the Investment Advisors Act of 1940. SCS works closely with research providers that have substantial experience consulting to a variety of investors including endowments, foundations, retirement plan sponsors, financial institutions, healthcare institutions, and affluent families.

 

SCS primarily functions as a sub-adviser and offer model portfolio management to retail customers of affiliate and 3rd party investment adviser firms. Our services are generally provided on a non-discretionary basis with respect to the composition of the model portfolios, which means that we provide third party advisory firms with portfolio recommendations. Summit may also provide services on a discretionary basis meaning we have the power to buy and sell securities for your account without your prior consent. Our authority as a sub-adviser is usually limited to the composition of our model portfolio strategies utilized by you and remains in effect until you revoke it.

 

Human emotion is not good for making sound investment decisions. Our process is highly disciplined and removes emotion from the decision-making process. SCS seeks to capitalize upon sector trends within the US markets to construct an index of market leadership based upon relative strength.

 

 

Meet Summit's Management Team

Jeremy Rettich

President

Jeremy Rettich, President

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James Webb, ChFC®

Vice President

James Webb ChFC®, Vice-President

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Phil Kosmala

Certified Financial Advisor

Phil Kosmala, CFA

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Matthew Terrien

Certified Financial Advisor

Matthew Terrien, CFA

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Ian Acosta

Financial Analyst

Ian Acosta, Financial Analyst

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Summit Stop Loss Models

The Summit Stop Loss Models help eliminate emotion by employing a tested portfolio management structure when the S&P 500 deteriorates with  proprietary stop loss and re-entry methodology. The three unique stop loss models are aggressive, balanced/moderate and conservative. These portfolios are equipped with both and Stop Loss and Market Buy Back feature. If the S&P closes down 12% or greater than its peak value, the Stop Loss will trigger a flight to safety by selling all equities in the portfolios and reinvesting into bonds. When the market recovers be a predetermined percentage from its low, the market buy back feature is triggered, resulting in reinvesting into equities. The goals of these portfolios are simple: Eliminate emotion through a systematic portfolio management structure, let the market fluctuate by employing a proprietary stop loss and re-entry methodology, and participate early during stabilized market recovery.

The Summit Multi-Trigger Overlay

The Summit Multi-Trigger Overlay is a mathematical approach which employs a proprietary multi-facet methodology to tactically mitigate downside risk. The strategy employs three algorithmic technical indicators or “triggers” that independently dictate either a risk-on posture (invested in equities) or risk-off posture (invested in high quality bonds). These three triggers are the Stop Loss,  Tactical Overlay and  Market Trend Indicator. Unlike a traditional light switch which is either “on” or “off”, you can think of the Multi-Trigger Overlay like a dimmer switch, which can “dial up or down” risk based on the severity and type of market condition at any given time. Having three different independent tactical indicators provides risk-on/risk-off diversification with the goal to help navigate varying market conditions. While no strategy works perfectly in every market environment, attempting to minimize large losses during prolonged bear markets can dramatically help preserve and increase wealth over time.

 

 

 

Our investment models could take your

financial journey to new heights.

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Summit Duel Momentum Sector Strength Portfolios

Summit Capital Solutions (SCS) Dual Momentum Sector Strength Portfolios provides exposure to 4 top-ranked broad U.S. economic sectors based upon SCS relative strength ranking methodology. The strategy seeks to capitalize on the historical tendency of sectors to diverge from one another through the course of major US equity market cycles. By seeking to identify positive sector performance trends in a timely fashion, this divergence may create a sustainable source of opportunity for sector rotation strategies.  When fully invested, initially the top four sectors are selected and kept within the rotation of our proprietary turnover solution. After last trading day of the month our dual momentum methodology is applied and trades will be placed on the first trading day of the month. If cash is outperforming any of the top four sectors we would invest 25% in a cash position (1 month T bill) will replace that sector(s). If cash is outperforming any of the top four sectors we would invest 25% in a cash position (1 month T bill) will replace that sector(s). Cash can represent 25%, 50%, 75% or 100% of the equity portion of each of the portfolios. The result is a model in which focuses on the best performing sectors during an upmarket, while defending against prolonged bear market scenarios.

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Summit Risked Managed Top 5 Sectors Strategies

This strategy is powered by Alpha Vee Solutions, an index provider, and systematically evaluates up to (3) "risk lenses" which are selection, sector and market risks. Selection risk is managed by selecting equity positions based on combined multi-factor scores of value and quality metrics. Sector risk is managed by identifying, through a proprietary fundamental momentum metric and weighting to their respective benchmark weights, the top 5 sectors likely to accelerate in the period. Market risks are dynamically and tactically allocated to a variable treasury allocation from 0% and 100%. The index at any period can dynamically tilt to holding up to 100% equity positions, a bond position/s, or a blend of both. This disciplined and systematic approach is rebalanced and reconstituted quarterly.

Watch our explainer videos below.

Click on each video for more information on each strategy that Summit offers.

Summit Multi-trigger (Expanded Explainer Video)

Summit Multi-trigger (Abbreviated Explainer Video)

Summit Stop Loss Video

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Contact us here anytime.

Contact us here anytime or feel free to give us a call. We look forward to getting to

know you and help you with proven methods and ideas now and into your financial future.

©COPYRIGHT 2021. SUMMIT CAPITAL SOLUTIONS. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

 

Summit Capital Solutions LLC (SCS), an SEC registered investment advisor.  SCS only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.  SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy.  All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.