Summit Portfolio Management, based in Las Vegas, NV, is an independent fee-only financial advisory firm specializing in comprehensive financial planning and investment management. With a focus on high net worth individuals, qualified plan fiduciaries, trusts, and private foundations, Summit provides objective advice and a range of investment options based on Nobel Prize-winning research.
Led by founder and president Timothy Bock, Summit Portfolio Management offers portfolio engineering services that tailor portfolio strategies to clients' financial objectives for optimal success. By utilizing Dimensional Fund Advisors funds and a market-driven investing philosophy, Summit aims to reduce fees, tax liabilities, and empower long-term growth through asset allocation and rebalancing.
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