Many Summit clients come to us with stocks or bonds they have inherited or accumulated over a long period.  Before deciding whether to retain any stocks or bonds, we evaluate the tax liability and the expected future performance of the company.

Many times it makes sense to retain some individual stocks or bonds in a portfolio along with mutual fund and other investments.  Summit has the resources to evaluate how individual securities affect the balance of your other investment manager mix.

Stocks with a very high proportion of capital gains are frequently used by clients rather than after-tax cash to make charitable gifts.