7summit Advisors, Llc
7Summit Advisors, LLC is a registered investment adviser with State of California. 7Summit Advisors, LLC (SVNSMX, SVNSTX) listed our separately managed account composite performance on The Nasdaq Stock Market (NASDAQ) in 2022. In connection with this listing, 7Summit Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Our firm’s claim of compliance has been independently verified by ACA Compliance Group. In addition, each of our composites receives a performance examination. I founded 7Summit Advisors in 2014. Its approach reflects my philosophy that investing resembles an arduous climb to a mountain summit. Success requires month—perhaps years—of preparation and demands discipline and perseverance. The image of a summit ascent captures 7Summit’s view of risk and reward: aim high, limit risk and rely on experience and discipline when unforeseen events occur. Disclaimer: http://7summitadvisors.com/social-media-disclaimer All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. 7Summit Advisors cannot guarantee future financial results. By clicking on a hyperlink, you may be directed to a non-7Summit Advisors website. 7Summit Advisors does not control and is not responsible for any third-party content on 7Summit Advisor’s company page or any other third-party sites that may be linked to our company page.
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- LC
Li Chang
Managing Director · General Business & Management
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Jane Whiteman
Private Client Services · Customer/Client Service
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Top roles at 7summit Advisors, Llc
2 distinct titles indexed · top 2 shown.
- 1managing director
- 1private client services
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