Summa Capital Management
Independent Registered Investment Advisor
Santa Barbara California
Founded 2006
Our Mission
We offer a personalized alternative to traditional banking and brokerage services, grounded in transparency, trust, and client-centric principles
What We Do
Personalized Investment Guidance
We are an independent Investment Advisor to families and individual since 2006. Our clients are located throughout the United States and abroad. Our relatively small size allows us to provide personalized attention and focus.
Fiduciary Responsibility and Client Interests
We are an independent Investment Advisor to families and individual since 2006. Our clients are located throughout the United States and abroad. Our relatively small size allows us to provide personalized attention and focus.
Comprehensive Investment Management
We are an independent Investment Advisor to families and individual since 2006. Our clients are located throughout the United States and abroad. Our relatively small size allows us to provide personalized attention and focus.
Custody and Security of Client Assets
We are an independent Investment Advisor to families and individual since 2006. Our clients are located throughout the United States and abroad. Our relatively small size allows us to provide personalized attention and focus.
Client-Centric Investment Process
We are an independent Investment Advisor to families and individual since 2006. Our clients are located throughout the United States and abroad. Our relatively small size allows us to provide personalized attention and focus.
Who We Are
Brian Schaffield
Managing Member, Investment Advisor
Short Description
Stacey Hansen
Investment Advisor Associate
Short Description