Summit Investment Partners is a registered investment adviser headquartered in Cincinnati. The firm s financial professionals manage more than $6 billion in investments for insurance companies, pension funds, foundations, endowments and mutual funds. It manages assets in such classes as equity, fixed-income, high-yield, distressed, indexed and real estate. Summit Investment Partners also manages a group of portfolios named the Pinnacle Series that are used exclusively in variable annuities and life insurance products. The firm is a wholly owned subsidiary of Union Central Life Insurance Company.
The advisor listed is an Ameriprise financial advisor in Cincinnati. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant? I can help. I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
At Kopeck Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Cincinnati, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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