Summit Strategies Group Overview

  • Service
  • Limited Partner Consultant

  • Year Founded
  • 1995

Year Founded

  • Serviced Investors
  • 1

Summit Strategies Group General Information


Summit Strategies Group is an investment management firm based in St. Louis, Missouri. The firm provides a wide array of investment consulting services such as sophisticated modeling, portfolio implementation and monitoring, defined benefit and defined contribution plan services, performance measurement, risk analysis and comprehensive investment manager and other research. Summit works with hospitals and healthcare groups, foundations and endowments, religious organizations, corporations, public funds, Taft-Hartley, defined contribution and insurance reserves.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Corporate Office
  • 8182 Maryland Avenue
  • 6th Floor
  • Saint Louis, MO 63105
  • United States

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Summit Strategies Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Summit Strategies Group FAQs

  • When was Summit Strategies Group founded?

    Summit Strategies Group was founded in 1995.

  • Who is the founder of Summit Strategies Group?

    Stephen Holmes and Daniel Holmes JD are the founders of Summit Strategies Group.

  • Where is Summit Strategies Group headquartered?

    Summit Strategies Group is headquartered in Saint Louis, MO.

  • What service provider type is Summit Strategies Group?

    Summit Strategies Group's service provider type is Limited Partner Consultant.

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