As an advisor, you have a responsibility to find the best investments for your clients. With this important responsibility, you need a research partner that you can trust.

Summit is the Research Partner for Top Advisors.


Non-listed investments can provide good investment alternatives for financial advisors; however, non-listed investments, such as non-listed REITs and non-listed BDCs, are complex investment strategies that have significant inherent risk to go along with the strong return potential. Financial advisors need a thorough understanding of the risks and return potential of non-listed investments to make the best investment decisions for their clients and set proper return expectations.

Summit Investment Research provides an annual on-line subscription service specifically designed for financial advisors. Our research covers 64 non-listed REITs, 17 non-listed BDCs, 10 real estate interval funds, 10 credit closed-end funds, and 3 non-listed preferred equity offerings.





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