Who We Are
We're in this together.
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Since our inception, Summit Fund Services has provided a holistic, and, customized fund advisory experience. We’re more than an administrator. We’re a progressive, boutique, and trusted partner with extensive experience in fund administration, operations, investor relations, and investment management. With a diversified leadership team, Summit Fund Services is not your typical fund administrator. We’re much more.
We offer best-in-class service across all trading strategies and fund structures. We provide advisory services to newly-formed, emerging, and, established global investment managers while utilizing a proprietary, web-based technology that’s innovative and client-friendly.
What We Do
From funds that trade equities, options, futures, fixed income or complex derivatives, we have the reputation, experience, and tailored approach to meet, and exceed, your expectations. We built on conventional fund management and administration wisdom to provide a wide array of more personalized services. When you partner with us, you’ll receive an experience that is more hands-on, customizable, and frankly, better than our competitors.
Full Array of Services
Meet The Team
We understand your challenges because we’ve already solved them. We have over 75 years of cumulative fund management and administration experience and have quickly become one of the most trusted advisors in the industry.
SENIOR MANAGEMENT
BOARD OF ADVISORS
Why We're Better
Like we said, it was time for a more innovative and progressive approach to fund administration and related advisory services. As both investors and congressional legislation are demanding more from fund managers, it’s essential to stay ahead of the complex and continuously evolving fund requirements. In doing so, we developed a sophisticated technology that leverages the power of middle and back office systems and reduces accounting errors by automating many human tasks offering our clients unparalleled service.
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It’s a fund administration technology designed by fund professionals, for fund professionals.
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We Help You Achieve Your Goals
