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What we do
Asset Management
The Client
Asset Management

Seven Summits Capital, LLC focuses on asset management and all of the necessary research, strategy and discipline required to exceed our clients' expectations. We do not deliver "off the shelf" model portfolios. We build customized investment portfolios for each client, based upon their unique needs. To do this, we employ aspects of financial planning, a coordinated view of all of a client's investments, and a deep understanding their expectations.

Investment style can be summarized as global, opportunistic, and fundamentally driven. As equity managers, we cannot be classified as either growth or value investors. Our individual equity selection process will not typically be limited by a company’s market capitalization, as we do not attempt to manage to a particular asset class benchmark. For most client portfolios, we believe that incorporating a meaningful allocation of non-traditional asset classes into portfolios provides a measurable risk management benefit. As fixed income managers, we utilize individual bond issues when possible. We prefer credit instruments that present a compelling total return opportunity. We purchase bonds with the intent of holding them to maturity; therefore, we are very selective. Paying the right price is critical to achieving the desired total return.

Success Principles