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Summa Capital Management llc
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portfolio management Print E-mail

SCM provides investment management on a fee only basis for accounts held by clients at third party custodians and is able to work with existing brokerage relationships a client may have. Our investment approach is individually tailored and formalized via a written Investment Policy Statement. We take pride in offering direct personal contact at all times and providing clients with as much information about our investment strategies, risk management systems and proactive opportunities as they wish.