Fund Advisory Service Offering

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We’re more than a fund administrator. We are a progressive, boutique and trusted advisory partner to alternative investment firms. We offer best-in-class services across all trading strategies and fund structures. Our service offering is flexible, allowing us to provide customized services to emerging managers and global investment managers.

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When we first meet an investment manager, we seek to gain an understanding of their business, their goals and objectives. With this knowledge, we are able to provide introductions to service providers, provide advice on operational considerations related to the fund and offer other services that can help set our new client on the path to success.

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Reach out to Summit Fund Services today to learn more about our fund advisory service offering and why we are more than just our client’s fund administrator.