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 market value and intrinsic value.. Our equity selection process will not typically be limited by a company's market capitalization or style box considerations.  We are "bottom up" investors and as such, do not attempt to manage to a particular market benchmark. We view diversification through the lens of low cross-security correlation measures, not simply diversifying away the impact of security selection.

As fixed-income managers, we utilize individual bond issues whenever possible, particularly when investing in municipal and corporate bonds. We prefer credit instruments that present a compelling total return opportunity. We purchase bonds with the intent of holding them to maturity; therefore, we are very selective. Paying the right price is critical to achieving the desired total return.

Many of our clients have been with us for well over 15 years. We understand the importance of trust, respect, and loyalty between a client and their investment professional; we continually reinforce these crucial bonds with exceptional, personalized service.