‘Blue-Chip’ Services
 

Dundee Summit Investment Account

The Dundee Summit Investment Account is designed for investors with assets in excess of $50,000 who have a long-term investment philosophy.

A Dundee Summit Investment Account allows you to make a specified number of trades each year while retaining the full service of your professional Investment Advisor. The only cost to you is a monthly fee. The Dundee Summit Investment Account provides the freedom to make decisions without concern about individual transaction charges.

Traditional commission-based accounts often have limitations imposed when portfolio assets are re-balanced because the commission makes the transaction too expensive. A Dundee Summit Investment Account gives you the freedom to concentrate on making the right choices to build your portfolio.

The Dundee Summit Investment Account is the perfect vehicle for a comprehensive portfolio management approach to asset allocation, risk management, and lifestyle planning needs.



 

 
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