Recent news and commentaries to let you know our most current thinking.
Press Release
02/05/26
SGI launches its new Enhanced Model Portfolios, a suite of ETF driven investment strategies that incorporate option income alongside a disciplined, index-focused approach. The new models are designed to make institutional-style portfolio techniques available to a broader range of investors.
CIO David Harden shares why today’s “numb economy” may still support growth, where he is seeing opportunities, and his thoughts on managing risk in the year ahead.
Zero Days to Expiration (0DTE) options are ultra-short-term contracts that expire the same day they are traded. SGI’s Tony Hozian, Senior Derivatives Manager, explains how these options work and where they may fit within a broader, risk-aware investment approach.
Suited for larger individual accounts, family offices, institutions, and endowments and foundations, SMAs are best for investors who prefer to own individual stocks, bonds, real estate, private capital and other direct investments.
Mutual funds allow you to invest according to our same risk managed approach, while getting started with a lower dollar amount. Mutual funds may help you diversify broadly as you build your retirement account or pursue other investment objectives.
These types of investments provide daily liquidity and more transparency about their holdings. Like mutual funds, ETFs can be actively managed. They also offer lower fees. Learn about the specific objectives they may help you meet.
Summit Global Investments works with professional financial advisors across the United States. They can offer you a complete investing program, or specific strategies to enhance your overall portfolio.
If you are an advisor, let us tell you about the many services we offer to help make your practice more efficient and successful.