Summa  IQ

We Deliver Due Diligence Services 

For Advisors Providing resources to help you navigate the changing Alternative Investment landscape as fiduciaries.

For Advisors

Providing resources to help you navigate the changing Alternative Investment landscape as fiduciaries.

For Sponsors Delivering insight,  intelligence, and instruction to promote transparency and disclosure for your programs.

For Sponsors

Delivering insight,  intelligence, and instruction to promote transparency and disclosure for your programs.

A Complete Conversation

We are here to support financial advisors by employing our methodology of Aggregate, Understand, & Decide. Our commitment is to work with advisors in close collaboration and provide them with technology so that they are empowered to deliver bespoke advisory services across the entire investment universe.