SOURCE: Summit Trust Company

November 01, 2011 11:00 ET

Summit Trust Announces 5 New Investment Fund Products to Improve Returns in 2012

LAS VEGAS, NV--(Marketwire - Nov 1, 2011) - Summit Trust announces 5 new investment fund products to improve investor returns in 2012. The team at Summit Trust developed a comprehensive investment approach toward alternative asset allocation and wrapped the products into an SMA program making it easy for investors to participate and reach their portfolio goals. With the leadership of Kevin and George Brown and the collaboration of a hand selected group of cutting edge fund managers, the Summit Trust family is ready to guide investors forward to achieve success where others are experiencing challenges in these difficult markets. This new product line of funds is carefully crafted to balance the needs of premium investors and advisors.

In November at the Summit Trust Annual Investment Series they will unveil their fresh approach to investing and demonstrate the 5 new funds to a select group of professional level partners, insurance agents, and investment advisors. The Summit Trust Investment Series will take place in Las Vegas November 9 & 10, Miami on Nov 17 & 18, and Philadelphia on December 1 & 2. The event is FREE to pre-qualified & registered advisors. Summit Trust is inviting the nation's top advisors to attend the event and directing them to sign up for consideration on the Summit Trust Events website at http://events.summittrust.com/

The two-day event will allow the Summit Trust team to educate and motivate insurance & investment professionals on all the new products & services being offered to make their business stronger. Summit Trust is offering a way to plan and integrate these new alternative asset allocation products directly into the accounts of Traditional Trust accounts, Charitable Accounts, & Dynasty Trust portfolios. These types of investor accounts have rarely had the opportunity to easily invest in Private Equity or Hedge Fund allocations until now. The goal of the program is to enable advisors to better service their premium investor needs. The products being presented at the Investment Series include:

Capital Window Fund
The Capital Window Fund I, L.P. is a $100,000,000 private equity fund seeking high returns through structured investments in emerging, high-growth companies that are great candidates for taking public and can ignite job growth and wealth creation in the American economy.

Directed Capital
Directed Capital offers expertise with commercial real estate loan portfolios, mortgage acquisitions, distressed debt workouts, & complex real estate transactions designed to mitigate risk and achieve high levels of investment yield in connection with mortgage acquisition ventures.

Summit Peak Fund
The Summit Peak Fund is a platform-exclusive Fund of Hedge Funds that offers investors access to best of breed Hedge Funds at investment / asset levels not previously possible. Following the Summit Trust 140-point due diligence process to select funds that meet the highest standards of institutional infrastructure and management practices.

The Summit International Real Estate Fund
Summit has created a fund to acquire a portfolio of international real estate assets of income producing properties in dynamic growth areas, predominantly within highly desirable climates. These properties have little or no relation to US markets and are not adversely affected by the declining value of the US Dollar. Summit is working with expert management talent to assemble this portfolio by conducting a global trend analysis, uniquely professional and comprehensive country analyses and an extensive due diligence for every single project.

The Summit Main Management Portfolio
Main Management Exchange Traded Fund (ETF) portfolio is an institutional money manager and a pioneer in all ETF investing that use a risk management overlay to deal with "down-side" movement offering unique portfolio protection.

Speakers at the event will include:

George P. Brown CLU, ChFC, CPhD is the Chief Marketing Officer of Summit Trust Company. He entered the securities industry in 1959 and has distinguished himself as a market innovator and stable voice of experience. He graduated from the U. S. Merchant Marine Academy in Kings Point, New York in 1956 (B.S. in Mechanical Engineering), and performed graduate studies at Hofstra University in Accounting and Finance.

George will be joined by his team at each event including, Kevin C. Brown, President of Summit Trust, Doug Scott, Director of Business Development, Hafeez Esmail, Vice President at Main Management, Thomas Carter, General Partner at Capital Window Fund, Julius Geday, Director of International Real Estate Investments with the Summit Trust Company, Mr. Moench, Founder of Directed Capital, Nick Griffen, CFO at Directed Capital, & Jason Molesworth, the Executive Director of the Florida Alternative Investment Association (FLAIA).

About Summit Trust
Summit Trust is a pioneer in creating & launching financial products & services that address timely marketplace needs that investors want and advisors need to properly manage risk and increase returns, even in tough markets. Summit Leads while others hide. Summit solves real world investment problems & helps investors earn more money with a trusted source of quality products managed by quality people. Summit Trust is known for bringing new products to market and these product lines are unique to Summit Trust Company. Summit offer a full range of trust and estate planning, investment management & asset allocation, asset protection, and retirement services with a special expertise in asset protection trusts, charitable trusts, and dynasty trusts. They recently structured a special trust and investment management services offering that couples the best trust and asset protection services available today with investments that are not correlated to the stock market and are only available to high net worth investors. http://www.summittrust.com

For More Information please contact Summit Trust at (800) 822-6711

8861 West Sahara Ave. Suite 215, Las Vegas, Nevada 89117

Contact Information

  • Media Contact:
    George Brown
    Summit Trust
    (800) 822-6711
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