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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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