Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Gunnison, CO 81230
Credentials
PFS™, Series 63, Series 65
Industry experience
24 years
Boyd Pederson is a financial advisor with Summit Global Investments, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 24 years of industry experience and has held roles at firms including Transamerica Financial Advisors and WealthWave. Pederson serves as a board member of Rocky Mountain Christian Ministries, a nonprofit organization. Summit Global Investments provides discretionary portfolio management and financial planning to individuals, institutional investors, and trusts. The firm employs a managed-risk investment approach that emphasizes downside risk mitigation and offers model-based and customized separately managed accounts.
Based on Summit Global Investments, LLC
Financial planning services and estate planning support offered under separate flat-fee agreements.
$0 - $499,999: 2.00% $500,000 - $999,999: 1.70% $1,000,000+: 1.50%
Performance fees charged on SGI Private Fund for Qualified Clients based on specific gains per quarter, in addition to advisory fees.
Account minimum: $20,000 for individual accounts; $500,000 for institutional accounts Minimum fee: Maximum annual administrative fee of $60 per separately managed account, pro-rated and deducted monthly. Fee-only: Advisory fees based on assets under management as per tiered schedule; financial planning services offered under separate flat-fee agreements.
100 East Gothic Avenue
Gunnison, CO 81230
California · Colorado · Texas
Equity Services, inc.
2025 - Present (1 year)
Summit Global Investments
2023 - Present (3 years)
Gunnison Village Properties LLC
2020 - Present (6 years)
Alignment Business Consulting, LLC
2019 - Present (7 years)
WealthWave
2019 - 2023 (4 years)
Colonial Insurance
2018 - 2020 (2 years)
Roper Insurance
2018 - 2020 (2 years)
American Family Life Assurance Company
2017 - 2019 (2 years)
Transamerica Financial Advisors, Inc
2012 - 2023 (11 years)
Solution 54, LLC
2010 - 2024 (14 years)
Community Foundation of the Gunnison Valley
2009 - 2019 (10 years)
Community Foundation of the Gunnison Valley
2009 - 2019 (10 years)
Velocity Property, LLC
2005 - Present (21 years)
Pederson Enterprises, Inc.
2001 - Present (25 years)
Colorado Elephant Hunter, LLC
2001 - 2018 (17 years)
WFG
2001 - 2023 (22 years)
Colorado F&P LLC
2000 - Present (26 years)
Clorado Property & Investment
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Fund sponsor
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Gunnison, CO
Maia Wealth
Series 63, Series 65
Gunnison, CO
J. W. Cole Advisors, Inc.
Series 63, Series 65
Gunnison, CO
Summit Global Investments, LLC
Series 66
Gunnison, CO
Edward Jones
Series 63, Series 66
Gunnison, CO
Edward Jones
CFP®, Series 63, Series 65
Gunnison, CO
Wells Fargo Advisors
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