Business Description
Summit Portfolio Management is an independent financial advisory firm that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide 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. Founded in 1984 by Timothy F. Bock, Summit takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Summit is one of the few firms nationwide to provide Portfolio Engineering. Portfolio Engineering is the process of linking clients financial objectives to a portfolio strategy designed to have the highest probability of success. We are committed to the highest standards of service, integrity, quality, and excellence.
General Information Gender:    Male CRD#:    1031820 Years of Experience in Financial Services:    24
Education Academic Background   Degree in Engineering - Arizona State University (1981)
Qualifications & Memberships Certifications, Accreditations & Designations:    Registered Investment Advisor (RIA) (State or SEC) or RIA representative
Firm Information Number of Advisors in Office:    Up to 10 employees Assets Managed by Firm:    Yes
Prepared By:	Simon Reeves

Frequently Asked Questions

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