We do an in-depth assessment of your current portfolio to determine current exposure to risk and to identify areas of opportunity.
Summit employs sophisticated techniques to build portfolios designed to deliver the highest return within each clients' accepted level of risk.
Our goals based financial planning process is designed to help our clients create a road map for achieving their lifetime goals.
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 many advisors.
Timothy Bock, Founder / President
Tim enjoys the challenge of creating optimal solutions to the complex financial situations commonly faced by high net worth clients. Summit Portfolio Management is one of the few firms nationwide to provide “Portfolio Engineering.” Portfolio Engineering encompasses financial planning considerations unique to client circumstances, with the science of investing that utilizes the most current academic research to enhance portfolio solutions.
Dimensional Fund Advisors
Summit uses DFA funds and an investing strategy which is based in Nobel Prize winning research and financial science. Our shared philosophy is that the market drives returns, and portfolio structure and implementation determine performance. By delivering low-cost, globally diversified portfolios, we are able to maintain the structure necessary to reduce fees and tax liabilities; and empower long term growth through asset allocation and rebalancing.
Portfolio Engineering
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.
Advisor Created Value
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.
