Kendra DeBaets

Operations and Client Services Manager at Summit Investment Management, LTD - Milwaukee, WI, US

Kendra DeBaets's Colleagues at Summit Investment Management, LTD
Tom Carroll

President - Catholic Investment Strategies and VP & Chief Investment Officer Summit Investment Mgmt

Contact Tom Carroll

Tom Czech

Portfolio Manager

Contact Tom Czech

Kendra DeBaets's Contact Details
HQ
414-291-4488
Location
Greater Milwaukee Area
Company
Summit Investment Management, LTD
Kendra DeBaets's Company Details
Summit Investment Management, LTD logo, Summit Investment Management, LTD contact details

Summit Investment Management, LTD

Milwaukee, WI, US • 5 - 9 Employees
Financial Services

Summit Investment Management, founded in 1987, provides disciplined, actively managed investment portfolios for individual and institutional investors. The firm is an independent, employee owned, fee only Registered Investment Adviser. Our investment approaches are based on the belief that fundamental factors drive the long term performance of any asset. In the combined investment experience of our portfolio managers of over seventy-five years, investment returns will ultimately hinge upon fundamentals despite repeated flights of fancy in the market. These flights of fancy have shown themselves to be transitory while investment basics have endured throughout market history. Investors caught up in the fads of the moment are usually those who learn this lesson the hard way.

Investment Management Retirement Income Retirement Investing Set up and administration for Donor Advised Funds Charitable remainder Trusts Wealth Advisory Financial Services Financial Advisory Services
Details about Summit Investment Management, LTD
Frequently Asked Questions about Kendra DeBaets
Kendra DeBaets currently works for Summit Investment Management, LTD.
Kendra DeBaets's role at Summit Investment Management, LTD is Operations and Client Services Manager.
Kendra DeBaets's email address is ***@suminvest.com. To view Kendra DeBaets's full email address, please signup to ConnectPlex.
Kendra DeBaets works in the Financial Services industry.
Kendra DeBaets's colleagues at Summit Investment Management, LTD are Tom Carroll, Ron Chandler, Tom Czech, Joe Hickey and others.
Kendra DeBaets's phone number is 414-291-4488
See more information about Kendra DeBaets