Welcome
Financial Services and Insurance
Gerald O. Summers provides financial services to small business owners, trusts, churches, individuals and their families.
Change is needed, away from the traditional way of investing, to be successful. Commissions, management fees, conflicts of interest and weak planning dilute investment returns. A recent study conducted by Dalbar, Inc. titled “Quantitative Analysis of Behavior” concluded, “Based on an analysis of actual investor behavior over 20 years ended December 31, 2008, the average equity fund investor would have earned an annualized return of just 1.87%. *
Building the correct portfolio based on your individual situation can be accomplished. Academic research, diversification, asset allocation, controlling costs and minimizing taxes are essential components for your investment plan.
Each client receives personal attention and significant time is devoted to understanding you on an individual basis while learning everything there is to know about your financial state and perspective, your capacity to endure investment risk and your future requirements. Taking time to develop a written investment plan is necessary for proper planning. Along with your plan, your options will be explained in detail including conceivable expectations of your investments. These are essential to providing advice you can count on.
Communication bonds our relationship. Two-way communication is essential in reaching your goals. Respect and prompt attention will influence our ability to be successful.
My worldview is the foundation of my efforts. My knowledge, understanding, perspective and experiences are a gift from God which has equipped me to do good work and share my expertise for the benefit of others.
“This service that you perform is not only supplying the needs of God’s people but is also overflowing in many expressions of thanks to God” (2 Corinthians 9:12, NIV).
* An electronic copy of this report can be obtained by contacting us.
** Kingdom Advisor is an association of Christian Financial Professionals and is not an RIA firm and does not give investment advice.
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