Summit Rock Advisors, founded in 2007 in New York, operates as an exclusive investment advisory firm managing over $20 billion in assets for ultra-high-net-worth families and foundations. The firm typically works with clients having $100 million or more in investable assets.
Summit Rock focuses on sophisticated investment strategies, emphasizing global asset allocation and access to premier investment opportunities. The firm maintains a select client base, limiting the number of families served to ensure exceptional attention and customization. Summit Rock Advisors provides comprehensive portfolio management, featuring proprietary investment solutions and specialized expertise in alternative investments, while operating under a transparent, fee-only model.