Welcome to Summit

We are an independent fee-only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research.

Summit represents the interests of high net worth individuals, qualified plan fiduciaries, trusts and private foundations. Our advisory services differ significantly from traditional stock and bond brokerage firms. As a fiduciary, Summit is legally bound to provide objective advice and a broader range of investment options without the conflicts of interest commonly associated with most advisors.

Timothy Bock, President of Summit Portfolio Management, has been helping clients across the United States meet their financial goals for over 25 years by providing clients with access to institutional level strategies, products and services normally available to investors with more than $50 Million.

Summit Portfolio Management 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. Summit Portfolio abides by the highest standards of service, quality and excellence.