Tim Feehan

Provides investment advice

SAS Capital Management, dba Summit Advisor Solutions, provides access traditional separate account managers, with asset class mandates including: Large-Cap Blend, Large-Cap Growth, Dividend Growth. Mid Cap, Small Cap, and Global Equity Rotation. The firm also provides access to various strategic and tactical strategies. SAS also provides access to managers in niche and major alternative asset classes/strategies including Long-Short Equity, Liquid Alternatives Overlay, Absolute Return, and Private Credit Strategy, as well as Event-Driven, Arbitrage, Emerging Markets, and Managed Futures. SAS offers traditional fixed income using securities in a separate account (corporate or municipals) for the client. They also provide access to tactical allocations, opportunistic asset classes, and many ETFs and mutual funds. Fixed Income strategies include: Core Bonds, Yield Generating Structured Notes and Opportunistic Fixed Income.

Strategic Capital Alternatives (SCA) offers Model Portfolio Management through a variety of investment models including: Preservation, Optimal Balanced, Moderate Growth, Opportunistic Growth, Equity/Concentrated Equity, Custom UMA and Fixed Income. The primary objective of the SCA's Preservation Strategy is to preserve capital and produce a return that is greater than the risk free rate of returns after fees. SCA's Optimal Balanced Strategy seeks to produce the optimal risk-adjusted rate of return when compared to a traditional balanced allocation. The firm's Moderate Growth Strategy is designed to produce moderate equity returns with reduced volatility. The primary objective of the Opportunistic Growth Strategy is to produce moderate equity returns with less volatility when compared to traditional equity markets. SCA's Custom UMA Strategy is to produce a more optimal risk-adjusted rate of return than traditional stock and bond allocations. Each of these strategies use a 3-Dimensional Asset Allocation Strategy as opposed to the traditional asset allocation between stocks and bonds. Non-correlated, alternatives are added to the portfolio to reduce the volatility associated with traditional stock and bond asset allocations. The SCA Equity/ Concentrated Equity Strategy seeks to capture long-term capital growth by utilizing a concentrated portfolio of equities that aim to generate above benchmark return. Sub-advisors are hired to provide a high conviction list pursuant to its custom mandate. As a result, clients benefit from a portfolio that leverages the combined wisdom of of money managers. The firm's Fixed Income SMA portfolio follows a core/satellite approach. The foundation of the portfolio are individual bonds. The portfolio of bonds are then diversified with opportunistic fixed income to address the current risks of the bond market.^