Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Bountiful, UT 84010
Credentials
Series 65
Industry experience
< 1 year
Matthew Harden is a financial advisor at Summit Global Investments, LLC with a Series 65 designation and approximately two years of industry experience. Prior to joining Summit Global Investments in 2024, he held various roles including positions with The Church of Jesus Christ of Latter-Day Saints and teaching roles at several schools. Summit Global Investments provides discretionary portfolio management and financial planning services to individuals, institutional investors, pension and profit-sharing plans, trusts, and pooled investment vehicles. The firm employs a managed-risk investment approach that integrates quantitative and fundamental analysis, focusing on downside risk mitigation and offering both 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.
620 South Main Street
Bountiful, UT 84010
Utah
Summit Global Investments
2024 - Present (2 years)
The Church of Jesus Christ of Latter-Day Saints
2022 - 2024 (2 years)
The Church of Jesus Christ of Latter-Day Saints
2022 - 2022 (1 year)
Harden Capital
2021 - 2022 (1 year)
The Church of Jesus Christ of Latter-Day Saints
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Woods Cross High School
2019 - 2021 (2 years)
South Davis Junior High
2017 - 2019 (2 years)
Carden Memorial School
2014 - 2017 (3 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:
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Fund sponsor
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Bank
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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
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Other specialized services
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CFP®, Series 63, Series 65
Farmington, UT
David Russell Fjeldsted
Series 66
Bountiful, UT
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CFP®, PFS™, Series 65
Salt Lake City, UT
Veritas Wealth Management, LLC
Series 63, Series 65
Salt Lake City, UT
Quayle Asset Management, Inc.
Series 63, Series 66
Salt Lake City, UT
Affinity Wealth Resources, LLC
Series 63, Series 65
Salt Lake City, UT
Abacus Investment Advisors
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