5 stars based on 41 reviews

Our clarity of thought and action is the result of years of experience combined with formal certification in investing and planning. We allocate assets for all clients according to proven methods of diversification. We fill asset classes with deeply researched investment vehicles from 7 summit advisors that we, and you, can trust. At the same time, no two clients have exactly the same portfolio. Your life situation, your risk parameters and your time frame inform our process.

Those disclosures include how much money we manage for how many clients and our investment philosophy. Our research 7 summit advisors available real-time on our 7Summit Twitter account. Your account is always as visible to you as it is to us. You can view all transactions, as well as account totals, online, whenever you want, in the form that you want. You customize your display. Our business generates over 7 summit advisors quadrillion bits of information per second. Our commitment to clients is apparent in our business model that aligns our interests with your interests.

Our goal is to minimize risk and maximize return in your account. We take a long term view of building our business. We manage our family's assets employing the 7 summit advisors strategies that 7 summit advisors offer to clients. Our goal is to grow your assets alongside our own in 7 summit advisors healthy and trusting relationship. We build our business by retaining your business and we rely on you to refer 7Summit to others as a major component of our growth strategy.

The more you trust what we do, the faster we grow. We charge only a percent of your assets to cover our costs.

Any subsequent, direct communication by 7Summit Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of 7Summit Advisors, LLC, please contact the state securities regulators for those states 7 summit advisors which 7Summit Advisors, LLC maintains a registration filing. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.

This website and information are not intended to provide investment, tax, or legal advice. Our Standards Clarity Our clarity of thought and action is the result of years of experience combined with formal certification in 7 summit advisors and planning.

Transparency 7Summit will readily disclose who 7 summit advisors are, where we came from and the strategies that we use to manage your money. If you want to know more, we are an open book. Commitment Our commitment to clients is apparent in our business model that aligns our interests with your interests. We further limit risk by dealing with vendors and managers who align with these principles.

Back to 7Summit Start a Conversation. There are no warranties implied. Get thought leadership updates from 7Summit Advisors.

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The training is as intense as the climb. Elbrus, Li ran 2 marathons, training with both a stretching and performance coach. Proper preparation also takes the right gear. Without a waterproof outer layer, one would freeze; without crampons, one would slip; without glacier glasses, snow blindness.

Li has also learned from a failed attempt. Whitney, Li had to turn back only a few hundred meters from the summit. But he learned that each climb is its own journey. Each mountain is different, with lesser or greater financial and non-financial costs and presenting a different level of difficulty.

What does climbing teach? Li has learned the importance of preparation, discipline and perseverance, and that the summit is not the goal. The journey is the goal. Any subsequent, direct communication by 7Summit Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of 7Summit Advisors, LLC, please contact the state securities regulators for those states in which 7Summit Advisors, LLC maintains a registration filing. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.

This website and information are not intended to provide investment, tax, or legal advice. The importance of preparation, discipline and perseverance. Back to 7Summit Start a Conversation. There are no warranties implied. Get thought leadership updates from 7Summit Advisors.