Summa Global Advisors, LLC

Summa Global Advisors is a two-advisor registered investment adviser that serves individuals and families, along with several family trusts and charitable foundations, offering continuous portfolio management, wealth management, and financial and retirement planning. The firm also provides standalone financial planning under a separate agreement and generally sets a $500,000 account minimum while reserving the right to waive it.

Summa tailors portfolios to individual goals and constraints, using ETFs and mutual funds for smaller accounts and individual equities, bonds, and Separate Account Managers (SAMs) for larger mandates, combining fundamental and technical analysis with a long-term orientation. Its approach to income and fixed‑income allocations emphasizes duration management and diversification into lower‑correlation assets (including REITs, MLPs, convertibles, and high‑yield instruments), and the firm will aggregate trades, use prime brokerage for certain bond transactions, and monitor third‑party managers.

Compared with many peers, Summa routinely recommends and integrates Separate Account Managers and explicitly reduces its advisory fee on those accounts to offset the added manager costs, and it actively sources bond inventory both from custodial inventories and outside dealers. The firm also adopts a default proxy‑voting practice to support company management and includes financial and retirement planning within its portfolio management service.