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Summit Program
The ScotiaMcLeod Summit* Program is our premium managed asset solution. Designed for individuals who have built a significant pool of assets, the Summit Program provides service and expertise at the highest level.
At the core of the Summit Program is the investment management consulting process: counsel, advice and direction that includes a professionally designed investment plan employing a multi-asset class, multi-investment, multi-manager and multi-style approach.
Domestic and international stocks, bonds, cash equivalents and a selection of our Pinnacle Program* Mutual Funds can be combined, in accordance with your goals and risk tolerance. Portfolio optimization is achieved through the selection of some of North America's leading pension and individual investment management firms. These firms are specialists in their management style, asset class and portfolio strategy and are well known for their experience in discretionary investment management.
Comprehensive performance measurement and reporting methods, as well as consistent monitoring of your account are integral to the role of the Summit Program process.
Money Managers
The Summit Program offers the kind of sophisticated, top-level money managers traditionally available only to large-scale investors such as pension funds. Read on about each investment manager, and the portfolios developed exclusively for the Summit Program.The Summit Optimized Portfolios
The Summit Optimized Portfolios, developed and monitored by Northern Trust Global Advisors, are a comprehensive suite of portfolios featuring multiple Summit and Pinnacle money managers in a single account.
Getting Started