Summit Group

Summit Group

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At our firm, we have the client—and only the client—in mind. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

06/15/2026

Markets have changed—has your strategy kept up? 📊

Midyear is the perfect time to evaluate what’s working, what’s not, and whether your asset allocation still reflects your goals. Trimming high performers, addressing underperformers, and adjusting for life changes can help keep your plan on track.

👉 See how to strengthen your strategy: https://www.summitgroupms.com/

Active vs. Passive Portfolio Management 05/22/2026

Active vs. passive investing—there’s no one‑size‑fits‑all answer.
Each approach plays a role, and the right mix can help balance costs, opportunity, and risk.
👉 Read more to understand how combining strategies can support your investment portfolio.

Active vs. Passive Portfolio Management Active and passive portfolio management both have advantages and disadvantages.

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Telephone

Address


4500 I 55 N, Ste 280
Jackson, MS
39211

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 12pm