Seven Summits Capital, LLC focuses upon providing fundamentally centered portfolio management for clients seeking more than "cookie cutter" investment models and a cafeteria style selection of expensive and complex investment "products". Portfolios are managed by experienced portfolio managers utilizing disciplined research methodology and risk management strategies. We design and build portfolios customized for each individual client to include equities, fixed income, and private non-traded asset classes such as private equity and real estate. This approach enables a sophisticated diversification of risk, while utilizing a fundamental "keep it simple" approach to security selection. Our mission is to match the unique needs of the client with a strategy designed to maximize the probability of achieving the desired results, while minimizing the risk.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1853 William Penn Way,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.ssummitscapital.com/
- Keywords
- Equity Research and Portfolio Management, Fee Only Fiduciary Advisory Services, Tax Free and Taxable Fixed Income Portfolio Construction, Customized Investment Solutions.
- HQ
- Lancaster, PA
Seven Summits Capital, Llc Questions
Seven Summits Capital, Llc's website is http://www.ssummitscapital.com/
Seven Summits Capital, Llc's LinkedIn profile is https://www.linkedin.com/company/seven-summits-capital-llc
Seven Summits Capital, Llc has
2 employees.
View email and phone details for 2
employees at Seven Summits Capital, Llc.
Seven Summits Capital, Llc's industry is
Investment Management
Seven Summits Capital, Llc's top competitors are
Summit Advisory Inc,
Jpf Venture Group,
Peak Capital Inc,
Seven Summits Pictures & Management,
Heller Capital,
Los Angeles Venture Partners,
Perpetual Equity Group,
Mve Group,
Pennspring Capital,
Aspire Ventures, Llc.
Seven Summits Capital, Llc's categories are Investment Management
Seven Summits Capital, Llc's founding year is 2012
