Summerland Associates, LLC has developed a proprietary set of methods over the last decade to help individuals grow and protect their wealth.

Our goal is to help individuals generate capital appreciation through education and encourage giving back to their communities through charitable activities.

WE BELIEVE:

  • All investors should seek to improve their knowledge and their skills so that they can consistently beat the market’s returns in any given year.
  • All investors should be able to achieve outstanding results, regardless of working capital.
  • Individuals have a responsibility to control their financial destiny and not to blame others for their lack of success.
  • Individuals should leverage the many unique opportunities available to build a better future.
  • All investors have a responsibility to give back to their communities, to share their success by giving back to others.