SUMMA GLOBAL ADVISORS

Summa Global Advisors, LLC, (SGA) was founded by Roger L. Johnson in 2008 to provide customized portfolio management for individuals and families. SGA is structured to provide continuous service and advice to its clients concerning the investments under its supervision... Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial goals... Our services are tailored specifically to the needs of our clients, and our portfolio management process is consistent with the objectives and guidelines established within each relationship. When providing individual financial advice, we consider the client's net worth, asset holdings, risk tolerance, time horizon, liquidity requirements, estate planning objectives, tax liabilities, and any other pertinent elements.

Also known as: Summa Global, Summa Global Advisors, LLC

Primary location: Clackamas United States