Summit Portfolio Management

Summit Portfolio Management is an independent financial advisory firm in Las Vegas, Nevada. Established in 1984 by Timothy F. Bock, Summit has provided state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis for over three decades.

Timothy Bock, the president of Summit Portfolio Management, has a strong background in finance and a passion for helping high-net-worth individuals navigate complex financial situations. After completing his formal education in engineering at Arizona State University, Tim started his career in the investment industry in San Francisco in 1982. He initially focused on tax minimization strategies using municipal bonds but soon expanded his practice to include complete financial planning services and products.

Tim's expertise led him to become a registered investment advisor (RIA) and co-owner of a qualified plan consulting firm that provides administrative services to 401(k), pensions, and profit-sharing plans. Through his association with Dimensional Fund Advisors, Tim has had the opportunity to learn from some of the most esteemed academic researchers in modern finance. He has attended lectures by renowned figures such as David Booth, Warren Buffett, Eugene Fama (Sr. and Jr.), Kenneth French, Rex Sinquefield, William Bernstein, and Larry Swedroe, among others.

One of Summit Portfolio Management's unique offerings is "Portfolio Engineering." This approach combines clients' financial objectives with the latest academic investment research to create optimal solutions for high-net-worth clients. This approach sets Summit apart from many other financial services firms as they are committed to providing objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional investment advisory firms.

As a fee-only wealth management consulting firm, Summit represents the interests of high-net-worth individuals and fiduciaries of qualified plans and trusts. Their commitment to being fiduciaries means they are legally bound to provide objective advice and prioritize their clients' best interests. Summit Portfolio Management prides itself on its commitment to the highest service standards, integrity, quality, and excellence. With their focus on portfolio engineering and utilizing Nobel Prize-winning research, they aim to provide their clients with the most effective strategies for achieving financial success.