One investment team, built around a single investment process.
Established track-record in managing long-only and alternative strategies.
Risk management is central to our approach and essential to delivering successful outcomes.
Dedicated investment process structured to deliver solutions for clients
Our investment philosophy is focused on delivering alpha over the credit cycle with an emphasis on capital preservation.
We partner with our clients to combine their needs with our knowledge to create investment strategies and solutions that work.
Deep investment knowledge and dynamic growth mindset, we deliver sophisticated solutions that standout.
Your diligence is why us investors trust you. You’re not out to make a quick buck, you’re looking after our best interest. Thank you!
I want to thank you so much for all your hard work researching and then bringing us these terrific deals. You are the best!
I highly recommend Summa Finance if you really want your money to work for you. Great people to deal with: very professional and offer a fantastic level of personal customer service.
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