Client Services

     Through a strategic partnership with OBS Financial Services as the money manager, Summit Trust provides advisors and their client's efficient portfolio design and pure asset class investing. Clients and advisors both benefit from automated account processing and electronic account funding. Other services offered through Summit Trust include:

Services Offered:

Access To Portfolios Utilizing Institutional Class No-load Mutual Funds Client Portfolio Design and Customization Portfolio, Analysis, Monitoring, and Rebalancing Real-Time Account Value Access

     Summit Trust's passive money management process alleviates the guesswork in choosing asset class managers, while streamlining trust and wealth management services. The end result - clients receive an academically proven portfolio engineered specifically to their objectives while allowing advisers the time necessary to better manage client relationships.

Securities offered through OBS Financial Services, Inc. Member NASD/SIPC