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Our firm
> Contact information
HEADQUARTERS - DALLAS
SummitAlliance Investment Group, L.L.C.
14785 Preston Rd, Suite 1000
Dallas, Texas 75254
866.667.1669 toll free
972.663.4300 phone
972.663.4301 fax
For more information on the SummitAlliance Turnkey Asset Management Platform (TAMP), please contact:
Brandon Sherbert – Vice President, Director of Advisory Services
bsherbert@sa-cm.com
(972) 663-4300 x 239
For specific questions related to SummitAlliance’s Money Manager due diligence and selection, please contact:
Scott Zachary - Vice President, Director of Investment Management
szachary@sa-cm.com
(972) 663-4300 x 238
Chris High - Executive Vice President, Co-Chief Investment Officer
chigh@sa-cm.com
(972) 663-4300 x 237
Josh Reynolds, CFA — Portfolio Analyst
jreynolds@sa-cm.com
For questions about SummitAlliance’s back office operations, technical support capabilities, or advisory services, please contact:
Brandon Sherbert - Vice President, Director of Advisory Services
bsherbert@sa-cm.com
(972) 663-4300 x 239
For questions or inquiries in regard to licensing and compliance, please contact:
Stan Hall - Chief Compliance Officer
shall@sa-cm.com
(972) 663-4300 x 151
For all other general inquires about our firm and services or suggestions about how we might better serve your needs, please email Brandon Sherbert at: bsherbert@sa-cm.com.
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