Summit Global Financial

By Jon Burckett-St. Laurent, Senior Portfolio Manager – Summit Global Investments Not long ago, a client of our firm with a concentrated position in one of the mega-cap technology names pushed back on a recommendation to gradually trim the holding. The case for trimming was straightforward: concentrated positions carry inherent risk, and the stock was…

By Tony Hozian, Senior Derivatives Manager – Summit Global Investments The true value of an investment isn’t just what it’s worth. It’s whether you can buy or sell it when it matters most. According to ProphetX (one of the recently approved prediction markets by the Commodity Futures Trading Commission, or CFTC), liquidity is the amount…

Paul Larrabee, Director of Insurance – Summit Global Investments Why Some Investors Use Insurance Strategies as Part of a Broader Wealth Preservation Plan For many investors, retirement planning begins with a familiar formula: build a diversified portfolio of stocks, bonds, and cash equivalents designed to grow over time. While those traditional investment tools remain foundational,…

By Robin Kaukonen, Sr. Portfolio & Trading Manager – Summit Global Investments Recently, I attended two industry conferences. AI was a predominant theme at both events. Everyone is talking about which AI companies make the best investments and how to use AI to increase productivity and profitability. Very few people are talking about the environmental…

David Harden, Summit Global Investments CEO, joins ‘The Exchange’ to discuss the upcoming AI winners, and what to make of the AI trade and much more. See the full CNBC video interview HERE

Dave Harden is celebrating 33 years of distinguished service in the finance industry BOUNTIFUL, UT, June 25, 2026 – Dave Harden has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments,…

By Aash Shah, Head of Investments – Summit Global Investments At its core, a hedge fund is a private, pooled investment vehicle. Professional managers raise money from wealthy individuals and institutional investors (like pension funds or universities) and use that combined financial power to execute complex trading strategies. The name “hedge” comes from their original…

By Steve Farrell, Head of Family Office & Director of Fixed Income & Private Capital – Summit Global Investments Why More Sophisticated Investors Are Expanding Beyond Traditional Markets For decades, most investors built portfolios around a familiar mix of publicly traded stocks, bonds, and cash equivalents. But as markets evolve and wealth strategies become more…

In a world of endless information, real guidance still matters. For years, the financial advisory industry has tried to prove its value with charts, percentages, and performance metrics. Advisors point to studies showing how professional guidance can potentially improve long-term outcomes through tax efficiency, behavioral coaching, disciplined investing, and strategic planning. And while those numbers…

How Will it Affect the S&P 500? By Jacob Mullen, Quantitative Derivatives Trader UPDATE 6/18/26: SPLASHDOWN As expected, SpaceX has made a splashdown in the market and caused ripples throughout. The historic IPO briefly leapfrogged Amazon and Microsoft in terms of market cap within just a few days of being listed. While the S&P 500…