Seven Summits Capital, LLC, focuses on asset management and all of the necessary research, strategy, and discipline required to deliver a truly differentiated wealth management experience. We do not provide "off-the-shelf" model portfolios. We build customized investment portfolios for each client because we get to know the client personally, not simply through a standard risk assessment or off-the-shelf, rudimentary financial planning software program.

Our investment philosophy can be summarized as long-term focused, global, opportunistic, and fundamentally driven. In terms of equity investing, we cannot be classified as either a growth or a value investor. We strive to avoid being limited by geography, market capitalization, or broad benchmark tracking. For most client portfolios, we believe that incorporating a modest allocation of non-traditional asset classes can provide a measurable risk management benefit. As fixed-income managers, we utilize individual bond issues when possible. 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.

Working with Seven Summits Capital either directly or through an associated advisor who utilizes us as a portfolio manager or outsourced CIO requires an alignment of understanding that we are long-term investors and do not attempt to chase market returns or engage in short-term trading to capture the returns of high momentum stocks. Assuming this alignment of purpose and philosophy, we will work with clients regardless of their financial level, as long as they have the means and are committed to a long-term wealth-building process. We are very proud to have many multi-generational family member client relationships that have grown with us over decades. We love working with busy entrepreneurs, successful executives, hard-working "millionaires next door," and ambitious young people. Our clients are personal to us; they are real people, with real dreams and challenges, and we are driven to meet them where they are on their journey. We strive to help them stay on the path of wealth compounding, preservation, and prudent long-term financial success.