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The merger of Summit Investment Partners and Ameritas Investment Advisors in 2006 united seasoned teams of investment professionals from each of the advisers into one team under the Summit Investment Partners name. These combined resources give us a competitive edge and a greater ability to utilize our assets while maintaining the same high level of commitment to our clients.
Summit Investment Partners offers a broad array of investment products in a variety of classes, delivered by a knowledgeable staff of investment professionals who understand the specific real-world needs of our varied clients. After all, as an entrepreneurial company, we face many of the same challenges you do.
We take a different view of the investment landscape, preferring to identify areas of opportunity and develop innovative approaches to capitalize on those prospects. We work on a one-to-one basis with our clients to address their investment challenges and create programs aligned to their goals. By working with Summit, you can expand the styles and products you offer – or simply use our asset management expertise as a complement to your own. Among the investment capabilities we provide are:
- Fixed Income
- Corporate fixed income
- Mortgage-backed fixed income
- Equity
- Commercial mortgages and real estate
Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc.; Summit Investment Partners, Inc.; and Union Central Mortgage Funding. Summit Investment Advisors, Inc. and Summit Investment Partners, Inc. are registered investment advisors managing more than $9.5 billion in assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net worth individuals. As of 06/30/09, Union Central Mortgage Funding has sold via securitization more than $625 million of first mortgage loans and now services more than 300 securitized loans with a current balance of over $404 million.
Summit Investment Partners is an affiliate of the UNIFI Companies, a mutual holding company. The companies owned by UNIFI offer the following products and services: life insurance, annuities, individual disability insurance, group dental and eye care insurance, retirement plans, investments, mutual funds, banking and public finance. For more information on the UNIFI Companies please visit their Web site at www.UNIFIcompanies.com .
Summit Investment Partners has locations in Cincinnati, Ohio, and Lincoln, Nebraska. Click here to contact us.
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