The advice you deserve and have earned.

Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. Today, we are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our extensive experience within large investment firms.

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Our Approach

We lead with advice, navigating the extraordinary responsibility of significant wealth. Our firm brings together a deep understanding of capital markets, a unique approach to manager research, and a portfolio built specifically for your needs.

Who We Are

For more than a decade, our founding partners were colleagues at some of the biggest names in private wealth management. Summit Trail lets us continue working together in a stable environment that provides the time and resources to focus on you.

News

See what others have to say about us, as well as reading investment insights from our team and news about new members of our firm.

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30Sep Planning for an IPO Citywire USA Going public can be an intimidating step forward, so it is vital to plan carefully and choose the right individuals to help form the foundation Read More » 26Sep Loan Modifications for the Best—Not Distressed—Borrowers The Wall Street Journal Some lenders are quietly offering select borrowers the ability to lower their mortgage rate while keeping all other terms the same Read More » 06Sep Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad The New York Times Andrew Luck’s announcement that he was retiring from the Indianapolis Colts shocked football fans for two big reasons: He was at the top of his game, despite being repeatedly injured, and he was walking away from some $58 million in the final two years of his contract. Read More »