Advisory services offered through CS Planning Corp., an SEC registered investment advisor.
Seven Summits Capital, LLC was established in early 2012, and investment advisory services are conducted under CS Planning, Registered Investment Advisor. As our name suggests, we are a manager of capital, encompassing equities, fixed income, and alternative asset classes that offer low or no correlation to traditional stocks and bonds. Our nearly 30 years of investment management experience bring together all the necessary expertise in research, strategy, and portfolio management that is increasingly difficult for individual investors to access. We choose not to deliver "off-the-shelf" canned portfolio solutions. We build customized investment portfolios for each client, based upon their unique views and objectives. Our Investment style can be summarized as global, opportunistic, and fundamentally driven. As equity managers, we seek out opportunities created by what we view as temporary pricing variances between mar...
Why Seven Summits Capital?

We believe that investment Management should encompass far more than algorithmically managed model portfolios, over-diversified mutual funds, and ETFs. We believe that investment management should actually encompass management.  Markets can be inhospitable, requiring diligence and resolve in the face of uncertainty and inherent distractions. At Seven Summits Capital, your success and financial security are our top priorities. Investment solutions are carefully developed to foster confidence, create purpose, and deliver quantifiable results.


Our passion, diligence, and resolve are a product of nearly 30 years of capital market experience. This decades-long experience navigating market volatility, economic cycles, and unexpected crises provides invaluable perspective. Wealth creation and preservation require careful planning, risk assessment, and unshakable conviction. Our name was inspired by those risk-takers who refuse to accept mediocrity and instead challenge themselves to strive for ever-higher heights. Like the elite climber, the serious investor should be goal-based and approach investing with the same level of seriousness that a climber uses to scale the world's greatest summits..


Equities
Fixed Income
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Non-Traditional Assets
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