A New Offering - The SF Portfolio Strategies

San Mateo, California - May 2, 1 2016 -- Summit Financial Advisors, a San Francisco Bay Area based financial planning and investment management firm, has introduced its technology-driven asset management program, the “SF Portfolio Strategies.”  The program provides for a sophisticated, automated and technology-based experience in an effort to minimize costs and optimize portfolio performance.

The SF Portfolio Strategies utilize Institutional Intelligent Portfolios, an automated investment management service sponsored by Schwab Wealth Investment Advisory, Inc.  The Program is provided online through an interactive website and mobile application.  The Schwab platform enables Summit Financial Advisors to make the program available to clients online and includes a system that automates certain key aspects of the firm’s investment process; such as determining the client’s investment objectives, risk tolerance, account opening and deposit/transfer process. 

“For current clients, the offering is an efficient and personalized approach to implementing the firm’s current investment strategies,” Cristina Petersen, the Director of Client Services, commented.  “And for investors looking for truly independent advice or an opportunity to access our firm’s resources, the SF Portfolio Strategies present another way to engage with our advisory and service teams.”

The firm has designed twelve allocations and carefully selected the individual portfolio holdings.  Portfolios are monitored daily and the firm will make adjustments, as necessary.  Through changes in market values or additional deposits, client portfolios are automatically rebalanced.  (For taxable accounts of greater than $50,000, tax loss harvesting is an optional benefit for increased tax-efficiency.)

“Our offering should not be confused with the accelerating trend of so-called ‘robo-advisers’.  For all practical purposes, those products, provide automated portfolio management without the use of human financial planners”, stated Rafael Velez, the Managing Director and a senior advisor at Summit Financial Advisors.  “Instead, the SF Portfolio Strategies are a robust tool and compliment to the comprehensive, coordinated and independent advice we personally deliver to our private clients.”

The program includes one simple fee for investment advice, portfolio management, custody and trading; there are no commissions or transaction fees.  The independent investment advisory firm offers a dedicated online portal and mobile app supported by the strength of one of the industry’s leading custodians (based on RIA assets in custody) —- Charles Schwab.


Click to learn more about the SF Portfolio Strategies

Click to schedule a complimentary consultation or open an account


Investing involves risk including loss of principal. Asset allocation does not ensure a profit or protect against a loss. 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. 

Securities offered through LPL Financial, Member FINRA/SlPC. Investment advice is offered through Summit Financial Advisors, a registered investment advisor. LPL Financial is not affiliated with any other entity listed. 



Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in the San Francisco Bay Area and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program.