Tom Carroll

President - Catholic Investment Strategies and VP & Chief Investment Officer Summit Investment Mgmt at Summit Investment Management, LTD - Milwaukee, WI, US

Tom Carroll's Contact Details
HQ
414-291-4488
Location
Milwaukee, Wisconsin, United States
Company
Summit Investment Management, LTD
Tom Carroll'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 Tom Carroll
Tom Carroll currently works for Summit Investment Management, LTD.
Tom Carroll's role at Summit Investment Management, LTD is President - Catholic Investment Strategies and VP & Chief Investment Officer Summit Investment Mgmt.
Tom Carroll's email address is ***@suminvest.com. To view Tom Carroll's full email address, please signup to ConnectPlex.
Tom Carroll works in the Financial Services industry.
Tom Carroll's colleagues at Summit Investment Management, LTD are Ron Chandler, Tom Czech, Kendra DeBaets, Joe Hickey and others.
Tom Carroll's phone number is 414-291-4488
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