Robert J. Bizek

Yesterday, Today, Tomorrow...…

With over 30 years’ experience in the financial industry I can truly say I’ve seen the good, the bad, and the ugly. I understand what people experience in up and down markets, because I’ve been there and I’m an investor too. The topic of money is very personal, and you will have one less worry if you have a trustworthy experienced advisor who understands your finances and life.

In a nutshell, I’ve held Vice President positions for EF Hutton & Co. (Boston) and A.G. Edwards & Sons (Boston, Manchester, VT) and RBC (Royal Bank of Canada). I chose to start Summit Investments LLC in 2012, as a Registered Investment Advisor (RIA), because in a fiduciary capacity my primary goal is to provide excellent, objective investment advice that is always in the clients’ best interest. As an RIA I provide personal, investor-first service adapted to a technology driven world. My business is built on relationships that extend to generations of families.

Working with many individuals and families to create and manage investment portfolios to meet specific objectives has provided valuable insight into delivering the service clients need and want. I understand investment strategies, and stocks, bonds, mutual funds, and all market products, I am a resource for my clients.

RIA’s are required to be registered with the Vermont Department of Financial Regulations and I hold all the Professional Licenses; Series 7, 10, 63, 65, and have been registered with Securities & Exchange Commission (SEC) as needed in former positions.

They say math and music are intertwined, I would have to agree. In my free time I play the bass with various bands, and enjoy playing at all types of venues, including weddings, restaurants, and backyards. I am also a Town Auditor and Planning Commission member in my residing town.