Summit Trail’s Petersen On The Summit Trail Alliance

Jack Petersen, Founder and Managing Partner, Summit Trail Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s recently launched outsourced CIO model, the Summit Trail Alliance. Summit Trail Advisors, with $6 billion in assets under management, is one of the largest RIAs in the country. Focused on serving the ultra-high-net-worth client, the firm has continued to outpace the industry in organic growth. Recently, Summit Trail launched an outsourced CIO model called the Summit Trail Alliance. Through the partnership, smaller RIAs and family offices who also focus on high-net-worth clients will be able to leverage Summit Trail’s research and due diligence team. Summit Trail Advisors is ranked #7 on RIA Channel’s 2019 Top Wealth Managers list. To learn more on this topic, head here.