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.”
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