The Summa Group Difference
The Summa Group of Oppenheimer & Co. Inc. ("Oppenheimer") offers Oppenheimer's wide array of wealth management services.
For the past 20 years, the Team of the Summa Group have attended to the financial needs of our clients. We expect to deliver extraordinary service and performance from our dedicated team of service professionals and Financial Advisors that comprise the Summa Group. We are honored and committed to help you grow, preserve and plan the succession of your wealth as your trusted Financial Advisor.
We are strong advocates of a client-centric approach to the Advisory process that focuses on helping solve the specific needs and work towards realizing the most important goals of each client we serve. Our process revolves around you, the client, and our desire to counsel and collaborate free from the conflicts that may surround many relationships. Our clients are affluent individuals and families from around the country, including owners and executives of public and private companies, family estates, charitable entities and the fiduciaries that serve on the client-advisor team.
We understand that clients win by not losing capital. We are dedicated to seeking consistent growth and absolute returns as a means to compound wealth over time and through ever changing market conditions. Our "Best Practices" philosophy allows us to recommend investment managers from across a wide range of traditional and alternative asset classes. Summa's team has assisted some of the most prolific families and companies in America with a focus toward unbiased manager selection, asset allocation and asset class structuring.
Our investment strategies utilize recognized fundamental macroeconomic analysis and quantitative models to design an individualized plan for each client. Oppenheimer's "open architecture" environment means that we are not tied to any proprietary products. We have access to a wide range of investment products to help find the right fit for each client's needs. We are uniquely positioned to form strategic alliances designed to enhance the management capabilities of a client's assets and deliver highly personalized service.
Moving beyond what is quantifiable to understand the unique needs and desires of the clients we serve. That is the art of what we do. A well-conceived strategy has no value if it cannot be executed. We believe reporting, monitoring and accountability are at the heart of staying on course and providing our clients the peace of mind to know they are on the right path.
The Team of The Summa Group are multi-generation Southern Californians who have spent their personal and professional lives here. The group currently supports and or sits on the boards of the Foundation Fighting Blindness, The Fulfillment Fund, Major League Baseball Children's Charities and The United Jewish Fund. The Summa Group established the Summa Children's Foundation for the purpose of supporting community efforts that assist the youth of Los Angeles and Southern California.
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refer to The Summa Group Important Disclaimers page.