Who We Are

When you have been doing something for a long time, and doing it well, there comes a time when you realize that—given the right partners—you have the opportunity to create an industry-leading business. A business that breaks the constraints that limited you in the past yet retains the best aspects of your prior firms. A business that lets you control your own destiny, and helps you serve your clients.

Summit Trail Advisors is just such a company, founded by a group of experienced professionals to deliver the resources and investment prowess of a private bank with the independence of a boutique. As an independent private investment office, 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 experience within large investment firms.