Investment Services

Our Investment Models are designed to help you meet your investment objectives with minimal worry, because it is constructed to insulate you from the common distractions of emotion.


Specifically, our investment models benefit investors by:

  • Selecting a Model Portfolio that matches their investment objectives
  • Allocating capital to a carefully selected group of suitable mutual funds
  • Monitoring the asset mix and mutual funds using established investment criteria
  • Rebalancing the portfolio on a scheduled basis


The history of the bond and stock markets is marked by periods of tremendous volatility reflecting economic and political uncertainty.


Investing based on emotion rather than discipline can have unintentional consequences for investor returns. It can be a challenge when multiplied by investment advice from various sources that bear no accountability, including the media. 


One way of achieving the discipline necessary to be a successful investor is to hire financial professionals who are not only qualified to match your investment objectives with the right investment strategy, but who are able to maintain that disciplined approach, and provide the proper guidance, through difficult market periods.


1ST SUMMIT Financial Advisors are prepared to assist you in constructing an appropriate investment strategy that is designed to help you stay the course and achieve your investment objectives. 



These products are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.