Summerhill Asset Management LLC - Nokomis, Florida

Summerhill Asset Management LLC: A Detailed Overview

For individuals and businesses seeking experienced and dedicated investment management services, Summerhill Asset Management LLC presents a noteworthy option. Located in Nokomis, Florida, at 2520 N Tamiami Trl Suite 21, this Black-owned and veteran-owned firm offers a personalized approach to financial planning and portfolio management. This report aims to provide a comprehensive overview of Summerhill Asset Management, detailing its services, location, contact information, and key features, particularly for those considering engaging their expertise.

About Summerhill Asset Management

Summerhill Asset Management LLC is a registered investment company committed to providing tailored financial solutions. They prioritize building long-term relationships with their clients, focusing on a deep understanding of their individual goals, risk tolerance, and financial circumstances. The company’s ethos centers around integrity, transparency, and a client-centric philosophy. As a Black-owned and veteran-owned business, Summerhill Asset Management emphasizes a commitment to community and fostering opportunities.

Services Offered

Summerhill Asset Management offers a range of services designed to meet diverse client needs. These include:

• Portfolio Management: They develop and manage investment portfolios aligned with client objectives.
• Financial Planning: They provide comprehensive financial planning services encompassing retirement planning, estate planning, and wealth preservation.
• Investment Advice: Clients receive expert investment advice based on market analysis and their specific needs.
• Asset Allocation: Strategic asset allocation is a core component of their investment approach.
• Ongoing Monitoring & Reporting: Clients receive regular performance reports and ongoing portfolio monitoring.

Location and Accessibility

Summerhill Asset Management’s physical location is situated at 2520 N Tamiami Trl Suite 21, Nokomis, FL 34275. This location offers convenience for clients in the Southwest Florida area. The firm is dedicated to ensuring accessibility for all clients, offering:

• Wheelchair-Accessible Car Park: Ample parking is available with designated accessible spaces.
• Wheelchair-Accessible Entrance: The building’s entrance is designed to accommodate wheelchair users.
• Wheelchair-Accessible Toilet: Accessible restroom facilities are available on-site.
• Online Appointments: Recognizing the demands of modern life, Summerhill Asset Management provides convenient online appointment scheduling.
• On-Site Services: Clients can also schedule and conduct business in person.

Contact Information & Website

Interested parties can easily connect with Summerhill Asset Management through the following channels:

• Phone: 8598143046
• Website: summerhillasset.com

Client Feedback and Reputation

Currently, Summerhill Asset Management has 0 reviews on Google My Business, indicating a relatively new presence online. This lack of publicly available reviews necessitates a degree of cautious optimism. However, the firm’s commitment to client service and its status as a Black-owned and veteran-owned business suggest a dedication to professionalism and integrity. Further client testimonials and reviews are anticipated as the company continues to grow and establish its reputation within the financial services industry.

Key Features and Considerations

Several aspects of Summerhill Asset Management warrant particular attention:

• Black-Owned and Veteran-Owned: The firm’s ownership structure underscores a commitment to diversity and supporting veteran communities.
• Accessibility: The firm’s commitment to accessibility demonstrates a consideration for clients with disabilities.
• Personalized Service: The emphasis on building relationships and tailoring solutions reflects a client-focused approach.

Despite the absence of reviews, the firm’s foundational principles—integrity, accessibility, and client-centricity—offer a promising starting point for potential clients. Further due diligence, including contacting references and exploring the firm’s investment philosophy in detail, is highly recommended before making any investment decisions. The firm’s dedication to providing investment strategies and comprehensive financial guidance positions them as a viable option for those seeking expert support.

Investment decisions should always be made after careful consideration of individual circumstances and in consultation with a qualified financial advisor.