Summa  IQ

We Deliver Due Diligence Intelligence 

For Advisors ~ We are your due diligence resource. ~ You access our "intelligence" (IQ) on Alternative Investments. ~ We provide you a robust due diligence process. ~ Become a member of our RIA community. It's free!  ~ What do you get? See below... To join let us verify your CRD #.  Use the "Contact" button below.   Want to know more? Engage the "Advisors" tab above. 

For Advisors

~ We are your due diligence resource.

~ You access our "intelligence" (IQ) on Alternative Investments.

~ We provide you a robust due diligence process.

~ Become a member of our RIA community. It's free

~ What do you get? See below...

To join let us verify your CRD #.  Use the "Contact" button below.  

Want to know more? Engage the "Advisors" tab above. 

For Sponsors ~ We are your due diligence consultant. ~ Your Alternative Investment programs become better suited to clients of independent RIAs. ~ You receive  insight,  intelligence, and instruction gleaned from our RIAs to promote transparency and disclosure for your programs.  Contact us (button below) to begin a frank discussion of your programs.   Want to know more? Engage the "Sponsors" tab above. 

For Sponsors

~ We are your due diligence consultant.

~ Your Alternative Investment programs become better suited to clients of independent RIAs.

~ You receive  insight,  intelligence, and instruction gleaned from our RIAs to promote transparency and disclosure for your programs. 

Contact us (button below) to begin a frank discussion of your programs.  

Want to know more? Engage the "Sponsors" tab above. 

WHAT DOES AN ADVISOR MEMBER GET?

A 3-step plan to complete and up-date due diligence.

  1. We aggregate relevant due diligence information,

  2. We help you understand it,

  3. You then can confidently decide whether to implement the investment.    

Contact us to join (Membership for RIAs/Advisors only)