Andy Bloom

Operates as a real estate investment trust that focuses on timberlands & manufactures wood products

Summit Capital Management's active asset management approach is based on a value-oriented investment philosophy that seeks preservation of capital and solid risk-adjusted returns in all market environments. The firm employs a multi-strategy, globally-oriented investment program that invests in the asset classes, investment vehicles and underlying securities that are most attractive from a fundamental value perspective at various points throughout a full market cycle. The firm's style is most synonymous with endowments and foundations targeting total return allocated across a full spectrum of asset classes through both direct and indirect active investment management.

Functions as a College/University

Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives.