Personalized financial guidance built on institutional-quality research and a fiduciary commitment to your best interest.
Your investments deserve the same level of expertise that institutions demand. At Summit IFP, Michael McGill brings extensive experience as an institutional money manager to work for you personally.
Rather than relying on cookie-cutter model portfolios, your investment strategy is custom-built around your specific financial situation, goals, and risk tolerance. The proprietary strategies Michael manages tactically adjust to differing global economic outlooks, ensuring your portfolio stays positioned for what lies ahead.
Previously responsible for investment selection for $6B+ across 4,000+ accounts
In-depth financial planning is included as part of your investment management relationship
Unlike most advisors, in-depth financial planning is included as part of your investment management relationship at Summit IFP. There's no extra charge and no separate engagement â it's woven into everything we do.
The process begins with getting to know your entire current financial situation. This helps determine the strength of your financial foundation and identifies the steps needed to improve it. From there, we discuss your needs and goals and map out exactly how they can be accomplished over time.
Retirement brings some of the biggest financial decisions of your life, and the stakes are high. A custom retirement plan from Summit IFP helps alleviate the uncertainties that surround retiring without a plan, and helps answer the many financial questions that accompany this major life transition.
Whether you're decades away from retirement or it's just around the corner, having a clear, confident plan means there are no unexpected surprises when the big day arrives.
Build a plan so there's nothing unexpected when the big day is here or already here