Summit Global Launches ETF Suite
Summit Global Investments has announced the launch of its new Enhanced Model Portfolios, a suite of ETF-driven investment strategies designed to provide investors with greater access to portfolio management techniques traditionally reserved for larger, more complex accounts. The new models incorporate option income strategies to enhance return potential while maintaining a disciplined, index-focused investment approach.
“These portfolios represent a significant step forward in expanding access to advanced investment strategies,” said Dave Harden, CEO of Summit Global. “Investors today are looking for solutions that go beyond traditional asset allocation. The Enhanced Model Portfolios are designed to provide more dynamic risk management and return opportunities, while maintaining transparency and disciplined oversight.”
Key features of the Enhanced Model Portfolios include:
- ETF-driven strategies utilizing option income to enhance portfolio returns
- Mid- to large-cap market exposure
- Index-focused investment strategies
- Active portfolio management
- Low correlation to traditional asset classes
- A goal of pursuing positive returns in both up and down markets
Summit Global says the Enhanced Model Portfolios are intended for investors who are comfortable with added portfolio complexity in exchange for the potential for differentiated outcomes. By integrating options strategies within a diversified ETF framework, the models seek to provide advisors with new tools to help clients navigate market volatility while remaining aligned with long-term financial goals.