Summit Global Investments is founded on experience, leadership, commitment and passion. It was established in 2010 by partners who have known each other for over 20 years, Dave Harden and Bryce Sutton. They continue to lead the firm today.

David Harden – President and Chief Investment Officer. Dave is a graduate of Boston College, BA, and Boston University, MSCS. Throughout Dave’s career he has established himself as an expert in investment technology and quantitative research. Over the past 21 years in the investment management field, Dave has proven his ability as a portfolio manager and equity strategist. Dave has worked with Fidelity Investments, Evergreen Investments and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. For the past 6 years Dave has focused on managing institutional assets in the low volatility equity space and continues to do so with Summit Global Investments. Dave is one of only a handful of active portfolio managers in the world that has researched, constructed, implemented and actively managed significant assets in the low volatility equity space. Dave and his family spend their free time mountain biking and enjoying the outdoors. As a wrestling enthusiast, Dave helps train others in the sport. 

Bryce Sutton – Head of Sales and Marketing/Managing Partner. Bryce is a graduate of Brigham Young University, BA. Bryce has spent his entire career of over 19 years as an executive in the financial services industry, having worked for leading global firms such as Morgan Stanley, Bank of New York and most recently Kotak, India’s premier investment banking and asset management firm. With an emphasis in institutional relationships during his career, Bryce maintains extensive relationships in the institutional investor community. Bryce has successfully helped raise multiple funds for new products being introduced to investors both domestically and internationally. Bryce enjoys spending time with his family, particularly on the basketball court or golf course. His family is very active in sports and he coaches a number of his children’s sports teams.

As experts in the Low Volatility space, we offer a unique approach with our Low Volatility US equity strategy. Our focus starts and ends with managing risk. This systematic approach to investing in lower risk, lower volatility stocks gives us the opportunity to build portfolios that perform better, protect better, provide more diversification, and give investors a smoother ride.

Give us a call to discuss how we can help you to
Reduce Risk and Retain Returns.™