Summa Global Advisors

Summa Global Advisors, LLC, (SGA) was founded by Roger L. Johnson in 2008 to provide customized portfolio management for individuals and families. SGA is structured to provide continuous service and advice to its clients concerning the investments under its supervision. In December 2017, Roger sold the business to his employees. Summa Global has always been an employee-owned company. This ownership structure aligns well with the business model that promotes objective advice and creates long-term, trusting relationships.

Our mission is to grow, preserve, and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial goals. Client-First Relationships Ethical Business SGA takes great pride in acting solely in the best interest of our clients. We are subject to the following specific fiduciary obligations: The duty to have a reasonable, independent basis for the investment advice provided The duty to obtain best execution for a client's transactions where the firm is in a position to direct brokerage transactions for the client The duty to ensure that investment advice is suitable to meeting the client's individual objectives, needs, and circumstances And the duty to be loyal to clients. Request a copy of our code of ethics.

Your Goals Our services are tailored specifically to the needs of our clients, and our portfolio management process is consistent with the objectives and guidelines established within each relationship. When providing financial and retirement planning, we consider various factors such as risk tolerance, time horizon, and liquidity needs to create a personalized strategy. Our comprehensive approach includes investment management, wealth transfer strategies, and estate planning to ensure that our clients' goals are met efficiently and effectively.

We are committed to staying informed about the latest market trends and regulatory changes to ensure that our clients receive the best possible advice. Our team consists of experienced professionals dedicated to providing exceptional service and ensuring that every client feels valued and supported. Whether you're just starting to plan for your future or you're already well on your way, we're here to help you navigate the complex financial landscape with confidence and clarity.