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Spring Forum

Our SummaIQ RIA Alternative Solutions Forum scheduled for Friday, June 9th;  Location: Westin Stonebriar Hotel & Golf Resort, Frisco, TX. must be rescheduled to later this summer due to an unforeseen corporate scheduling conflict.  The new date will be announced later in June.  

  • Forums provides RIAs with complete due diligence information on offerings we have approved for our SummaIQ platform.    

  • As with prior Forums we will have Sponsor principals present their offerings and be available to meet with you personally. 
  • The next Forum will provide a variety of new offerings including debt offerings with and without revenue sharing,  Real Estate with a Conservation Easement option. 

For RIA/Advisor registration go to "CONTACT" below and complete with your information and  request registration material. 

Earlier Event: December 15
Conservation Easement Offerings 2016
Later Event: September 18
Summa IQ Forums