Episode Details

In this episode, Bryce, the co-founder of Summit Global Investments, joins Lincoln to discuss the firm's background and investment strategies. Bryce shares that Summit Global is a registered investment advisory firm managing $2 billion of clients' assets. He mentions working with a team of advisors and various fund structures. The conversation dives into the firm's inception during the market crisis in 2007-2008 and how Bryce and his partner developed their investment approach. Bryce is a member of the Fund Launch Whale Group, a group of fund managers with over $10M AUM. Bruce is an incredible member of the Fund Launch community.

[00:01:03] Starting the company idea.

[00:05:21] The size of fixed income market.

[00:09:07] Clientele base breakdown.

[00:12:05] Fragmentation in investment advisory business.

[00:16:24] Growing independent advisory firms.

[00:20:09] Starting a new firm.

[00:25:48] What makes a fund win?

[00:28:14] Following specific investment rules.

[00:33:20] Starting a public product.

[00:37:22] Growth objectives for Summit Global.

[00:41:10] Focusing on revenue generating items.

[00:45:49] The Fed's next move.

[00:48:05] Follow-up as a pet peeve