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Information for Prospective Investors

Thank you for your consideration of SPA's investment management services. To assist you in understanding and evaluating SPA and our Collar Investing approach, please review the following information:



  • Manager Profile: A one page description of SPA and Collar Investing including performance.
  • Fee Schedule: Investment management fees on a Collar Investing account.
  • Open Account: Instructions for opening a Collar Investing account.
  • FAQs: Answers to the most frequently asked questions.

Copyright ©2010 Summit Portfolio Advisors, LLC. All Rights Reserved.
Copyright ©2008 Summit Portfolio Advisors, LLC. All Rights Reserved.