About Us - Overview Page

Summit Investment Partners, LLC and Summit Investment Partners, Inc. are Registered Investment Advisers, located in Cincinnati, Ohio. They will be referred to collectively as Summit Investment Partners or Summit. Summit’s experienced and talented investment professionals manage over $6 billion dollars in investments for insurance companies, pension funds, foundations, endowments and mutual funds.

The firm manages assets in six asset classes:

  • Equity
  • Fixed Income
    • Investment Grade
    • High Yield
    • Distressed
  • Commercial Mortgage
  • Indexed
  • Real Estate

Summit Investment Partners also manages a group of portfolios named the Pinnacle Series that are used exclusively in insurance company variable annuity and variable universal life products.

Please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses. You may also obtain a prospectus by calling 888-259-7565 . The prospectus should be read carefully before you invest or send money.

Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Summit Mutual Funds in any jurisdiction where to offer or solicit would be unlawful. Shares of the Summit Mutual Funds are offered only to United States residents, and information on this site is intended only for such persons.

Summit Mutual Funds are distributed by Quasar Distributors, LLC.

Fund/Literature Inquiries: 888-259-7565 | Shareholder Services: 888-259-7565
Investment Adviser Services: 513-632-1400


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