A Declaration of Shared Values: Summit Global Investments and Equity Services Inc. Launch Strategic Alliance

BOUNTIFUL, Utah, Aug. 5, 2025 /PRNewswire/ -- Summit Global Investments, (SGI) recently named one of America's Top Financial Advisory Firms 2025, is proud to announce its strategic alignment with Equity Services Inc. (ESI), a move that reflects a shared commitment to growth, innovation, and unwavering advisor and client support.

The SGI/ESI pact is not just a business decision, it's a values-driven alignment. Following a thorough and thoughtful search, SGI selected more than just a service provider—it chose a true strategic ally. "ESI brings a legacy of excellence and a forward-thinking, solutions-driven approach that aligns seamlessly with SGI's mission to fuel advisor growth and drive exceptional client outcomes," says ESI President and CEO, Ata Azarshahi.

"We weren't looking for a transactional relationship. We were looking for a team that shares our vision, our values, and our passion for supporting advisors," adds SGI CEO, Dave Harden. "This is a partnership built on trust, alignment, and a shared path forward."

The partnership with ESI will provide SGI's advisors with expanded resources, enhanced operational support, and access to a broader suite of insurance and financial solutions, all while preserving the entrepreneurial spirit and independence that has defined SGI's success. 

Harden adds, "We've quickly seen firsthand that advisors who partner with SGI grow faster. With a focus on creating the right business systems, developing personalized marketing initiatives and providing collegial peer support, we've created an environment that inspires advisors to attract more clients and make a bigger impact on the community of clients they serve."

This collaboration empowers SGI advisors to scale faster, deepen client relationships, and unlock new revenue opportunities through ESI's proven platforms and expertise.

About Summit Global Investments
Headquartered in Bountiful, Utah, SGI's investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risk, avoids pitfalls and elevated idiosyncratic risks, and drives market returns. The firm manages multiple investment strategies for its clients. Over a full market cycle, their defensive strategies have historically limited downside risks and allowed for participation in market rallies. SGI's mission is clear – to help investors win. They care about return and deeply care about the risk associated with such returns. Ever mindful of the impact on their clients' assets, the combination of risk, return and impact is at the center of their Managed Risk Approach™.

About Equity Services Inc.
Established in 1968, Equity Services Inc. (ESI) is a registered broker-dealer and investment adviser dedicated to driving advisor growth, building client confidence, and fostering lasting partnerships. Backed by the strength of National Life Group—a mutual company with a legacy spanning over 175 years—ESI provides a flexible affiliation model, access to industry-leading solutions, and a robust, independent platform that supports financial professionals across the country. Widely recognized as THE Relationship Firm, ESI believes strong relationships are the cornerstone of success and is committed to delivering a highly personal and exceptional experience to every advisor.

Past performance does not guarantee future results. Any statements in this release about future growth or outcomes are forward-looking and are not guarantees of future performance.

Media Contact:
Hibre Teklemariam
SunStar Strategic
[email protected]
703-894-1057

SOURCE Summit Global Investments