FINANCIAL CONSULTING SERVICES
INVESTMENT FUND SERVICES
Corporate Finance
Treasury Management
Debt Structuring and Financing
Valuation Services
Corporate Mergers and Acquisitions
Financial Reporting
Internal Controls
Corporate Compliance
Portfolio Management
Investment Product Structuring
Public Company Filings
Investment Fund Operations
Investment Fund Conversions
Fund Compliance
Fund Accounting and Administration
INVESTMENT
MANAGEMENT
SERVICES
OFFERED THROUGH
3SUMMIT INVESTMENT MANAGEMENT
CRD#284434
WHAT WE DO
Our clients outsource important functions of their businesses to us - financial accounting and reporting, research, portfolio support, vendor management, investment product structuring and other areas of management and operations. For some of our clients we also act in the capacity of Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer.
Our message to our clients is that we are good at understanding their company's goals and then implementing the structure, controls and processes to achieve them. Our clients tell us that were different from other firms because we're efficient and we get things done.
Currently, Levinate has a diverse clientele in non-profit, retail businesses, cannabis, private equity and M&A funds, real estate partnerships, municipal bond funds, public commodity funds and liquid alternative investments.
