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Summit Advisor Solutions, LLC

Company info:

Top Executive: Tim Feehan
14785 Preston Road, Suite 1000
Dallas, TX 75254

RIA department info:

Susanna Joiner

Contact: Susanna Joiner


  • Founded in 2001


What is the service or product you offer to RIAs?

Summit Advisor Solutions is an Investment & Technology Platform solution geared towards the needs of RIAs who seek a custom turnkey solution. We help you expand the level of customization you can offer with more sophisticated and flexible solutions.

How do you differentiate your offering from competitors?

Most turnkey asset management programs require you to do business their way. In reality, one size does not fit the needs of all Registered Investment Advisors.
Our customized solution lets you build and run your own platform to suit your needs and strategies:
-Institutional Quality Trading
-Proposal Generation
-Access to 3rd Party Managers
-Access to Liquid & Direct Alternatives
-Investment Consulting & Due Diligence
-Billing & Reporting
-Custom Web Portal for Advisor & Client Use
-Multiple Custodians

What else would you like to say about your business?

Related listings:

Summit Advisor Solutions, LLC
filed under: Trading/Rebalancing, TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs, Portfolio Management System, Outsourcer, Asset Manager for RIAs, Account Aggregator

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