Managing Your Investments

What does your ideal future look like? Our investment solutions can get you on the right track to your goals while protecting your hard-earned money. 1st Summit Financial Partners strive to understand your needs and values so we can match those to an appropriate investment portfolio through asset allocation and diversification. Let us help you with managing your investments.

Mutual Funds

Pool your money with like-minded investors who have similar investment goals through the use of mutual funds.

The potential for:

      • Long-term growth
      • Professional money management
      • Building an investment portfolio with diversification opportunities.

Diversification is a method of helping to manage risk. It does not assure a profit or the avoidance of loss. 

Investing in mutual funds is a simple way to diversify your portfolio. Diversification strategically reduces the impact of a poor return by spreading risk across various financial investments.


Annuities are one solution for investors who want to utilize tax advantages while increasing their asset size. Contact 1st Summit Financial Partners today to see if an annuity is right for you.

Fixed Income Investments

Meet your income needs with access to a broad range of bond investments. Investing in fixed income debt securities, or bonds, could provide lower risks than other investment options, steady and guaranteed returns, and even potential tax advantages.

Learn more today by filling out our contact form.

Socially Responsible Investing

Is putting your money towards improving the environment a priority for you? Our Socially Responsible Investing model is perfect for the socially conscious investors. This “green” or ethical investing strategy seeks to consider both the financial return as well as the social/environmental factor with the ultimate goal of social change for future generations.

We can help your investments go green. Call us today.

Tax Managed Investing

We offer an expert approach dedicated to limiting investors’ tax burdens. For investors looking to keep more of their investment earnings, the decision to include tax-managed solutions may help.

One of our Financial Partners can help you today.

We do not provide tax advice. Please consult your tax advisor.

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Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. 1st Summit Financial Partners is a trade name of 1st Summit Bank. Osaic Institutions and 1st Summit Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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