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Summit Strategies Group

Summit Strategies Group

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.

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

+1 (314) 000-0000
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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 Team (32)

Name Title Deals Office Contact
Stephen Holmes Founder & President & Principal, Consulting Saint Louis, MO
Donald Wehrmann Principal, Consulting & Consultant Saint Louis, MO
Daniel Holmes JD Founding Member & Principal, Consulting Saint Louis, MO
Chris Moore Principal, Chief Investment Officer & Board Member Saint Louis, MO
Thomas Pollihan Principal, Consulting & Board Member Saint Louis, MO

13 Former Team Members

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Summit Strategies Group Board Members (3)

Name Representing Role Since Contact
Chris Moore Summit Strategies Group Principal, Chief Investment Officer & Board Member 000 0000
Thomas Pollihan Summit Strategies Group Principal, Consulting & Board Member 000 0000
Timothy Hayden Summit Strategies Group Principal & Head of Finance & Administration & Board Member 000 0000