Summit to Manage ETFs for UNIFI Retirement Plans

Summit Investment Partners, Inc. (Summit), advisor of Summit Mutual Funds, is managing new lifestyle exchange-traded funds (ETFs) for its UNIFI Retirement Advantage Series platform.

Summit’s ETF options include three lifestyle investment strategies and a natural resources and commodities investment strategy. The lifestyle strategies include conservatives and aggressive styles, and are diversified with broad asset class exposure.

“Unlike traditional target risk or target date lifestyle funds, Summit’s Lifestyle Portfolios and Natural Resources Portfolios are dynamically managed, meaning that their asset mixes are reviewed and assessed on an ongoing basis by a team of experienced professionals,’ said David Mazza, National Marketing Director of Summit, in a press release.

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