Summit Financial Group Newsletter

Summit Financial Group of Indiana offers newsletters to its clients and blogs with important industry information. Find some of our financial advising newsletters and blogs below. 

28

GOING THE EXTRA MILE TO EARN CLIENTS’ TRUST

posted on
GOING THE EXTRA MILE TO EARN CLIENTS’ TRUST
GOING THE EXTRA MILE TO EARN CLIENTS’ TRUST
Summit Financial Group of Indiana

For many investors today, the biggest question is trust. Who can you trust to help you make smart financial decisions and manage your money with integrity?

For a growing number of clients in Indiana and beyond, the answer is Summit Financial Group of Indiana, an independent financial planning and asset management firm that focuses primarily on the needs of retirees and pre-retirees.
“We go the extra mile to earn clients’ trust,” says President Jon McCardle. “Not only are we a fiduciary, bound by law to place clients’ interests first, we belong to both the National Ethics Bureau and the Better Business Bureau. We also submit to third-party audits on a regular basis.”

The practice, which invests at the institutional level with the likes of TIAA-CREF, Fidelity and TD Ameritrade, works with university faculty and staff and serves many present and former employees of higher educational institutions.  Summit also serves clients who work in health care, manufacturing and other industries. As an independent firm, Summit has access to a wide range of investment options and selects only “best of breed” asset managers in constructing clients’ portfolios, McCardle says.

Active Asset Management
In McCardle’s experience, traditional buy-and-hold investing strategies are not appropriate in today’s investment environment. Instead, he and his team practice dynamic asset allocation and active management, an approach he feels is better suited to volatile or bear markets. “By maintaining a state of constant surveillance and due diligence, we are better positioned to understand and account for risks to our clients’ portfolios,” he explains.

As a case in point, he says the majority of Summit’s clients were not harmed by the market downturn of 2008 as others were because the firm left the market in November 2007, alerted by one of its proprietary technical indicators that allowed it to discern what was happening in real time. It didn’t re-enter the market until March 2009.

While Summit Financial Group uses advanced technology to evaluate the merits and potential risks of each investment, its client relationships are decidedly high-touch and proactive.

“As our client, you are the owner of your team, with a group of experienced industry professionals accountable to you on a regular basis,” McCardle says. “We reach out to each of our clients dozens of times every year, and we are always available to answer any questions and address any concerns. At Summit Financial Group of Indiana, our clients’ trust means everything to us. We never take it for granted.”

- See more at: http://forbescustom.com/marketplace/summitfinancialgroup/#sthash.RmQTVMHb.dpuf
Categories: | Tags: | View Count: (7582) | Return
  • Northern Star Newsletter 12/11/2017
    As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance. Hitting record highs yet again, the S&P gai...
  • Northern Star Newsletter 11/30/2017
    We currently have a relatively low VIX at 11.30 this morning, indicating that investor fear is still very low, although not quite as low as it was earlier this year. We have a dollar at a 93.29 level,...
  • Northern Star Newsletter 11/22/2017
    We are seeing the market rebound in a healthy way following the previous 12 days of volatility and decline. The sharper ups and downs are reminiscent of times past where 100 point swings were more the...
  • Northern Star Newsletter 11/16/2017
    We are seeing the pre-emptive effects of the president's tax reform hitting the markets this past week or so. Especially today, where there is now some doubt creeping in as to his ability to get a leg...
  • GOING THE EXTRA MILE TO EARN CLIENTS’ TRUST

    For many investors today, the biggest question is trust. Who can you trust to help you make smart financial decisions and manage your money with integrity? For a growing number of clients in Indian...
  • The Multi-Generational Benefits of Trust-Owner Annuities

    Today's global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital and managing the ever-present string of taxes and expenses in trust-ow...
  • Northern Star Newsletter 5/26/14

    Get the latest advice and tips in this week's newsletter!
  • Recent Changes to IRA Rollover Rules

    According to new IRS rules, IRA rollovers are changing a little. While you could previously take one rollover a year for each of your IRAs, that's no longer the case. See how the rule has changed.




Our systems are designed for early warning and protection from severe storms that would harm your economic condition

In 2007, our systems indicated we leave the markets while others did not and therefore our clients
 did NOT participate in the downturn of 2008-2009

Terms Of Use | Privacy Statement Copyright 2017 Summit Financial Group | Lafayette, Indiana 47905