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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Shumway is an investment advisor representative at Summit Global Investments, LLC, which is based in Bountiful, UT. Timothy has been in the industry since 1991 and has experience in various aspects of investment advising, including portfolio management for individuals, businesses, and pooled investment vehicles. Timothy holds the Series 63, 65, and 66 licenses. He is also a registered investment advisor representative in UT. Timothy has also worked for Fidelity Brokerage Services, Inc. Timothy's areas of specialization include portfolio management, financial planning, and analytical services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
01/07/2025 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
Active
Inactive
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