Mid-Quarter Report
After several grueling months of declining values, your
investments have begun to recover and markets are thawing. Most
of you have also seen a few trade confirmations in your mailbox.
We are sending this special letter to encourage you about
developments and tell you we believe the market is over its
worst stage.
(Click the headline to read our quarterly
comments.) |
New President, New Market, New Strategy
During the first quarter, the U.S. inaugurated a new President
and hoped for fresh policies that would resolve the credit
crisis and lift the U.S. out of the recession in which we find
ourselves.
(Click the headline to read our quarterly
comments.) |
Looking Beyond the Headlines
Just like you, we have been inundated with media reports that
the United States is headed into the next “Great Depression.”
While these are truly tumultuous times of a serious and
significant nature, we believe there are signs that give us a
more hopeful perspective on recent events than the headlines
might indicate. Please click the headline for additional charts
and commentary on why we believe it is prudent to remain
invested in this market. |
Summit has moved to Clark Centre at 5100
Wheelis Drive
During the past several years, Summit has hired additional staff
to accommodate our growing client base.
We have been literally “stuffed” in our current offices.
Summit recently relocated to 5100 Wheelis Drive, Clark Centre,
Suite 107. Clark
Centre is situated between Sanderlin Center and Clark Tower.
Look for the fountain in front of the building.
Our new offices are just minutes from the old and more
centrally located.
Clients will also continue to experience the “park in front”
convenience with our ground floor office, just inside the door. |
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Click the picture above to launch
an interactive map to our new location. |
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Summit Asset Management LLC
5100 Wheelis Drive - Suite 107
Memphis, Tennessee 38117
Phone: 901.729.8100 Fax: 901.729.8101 |
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Summit Asset Management LLC is a
Registered Investment Adviser regulated by the United States
Securities & Exchange Commission as well as some state
regulators.
Although our website is available to anyone, we may not
be able to serve all viewers of our site.
Contact Stephen Rhea at
srhea@summitassetmanagement.com to discuss the services
we can provide you. |
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Summit Asset Management LLC is
independently owned and operated.
Employees of Summit are not employees or agents of
Charles Schwab & Co., Inc. (Schwab).
Schwab neither endorses nor recommends any particular
investment strategy or information appearing on this website.
Nothing contained on this web site should be considered a
recommendation by Schwab or a solicitation of any offer to
purchase or sell any securities. |
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Copyright
2009 Summit Asset Management LLC |
