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Timothy Bock

The Science of Investing. The Art of People.

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Summit Portfolio Management Timothy Bock
Las Vegas, Nevada

Serving Clients Nationwide

The Science of Investing. The Art of People.

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Taxes

About Me

Timothy Bock, President of Summit Portfolio Management, grew up in Phoenix, Arizona. Following his formal education in Engineering at Arizona State University, Tim began his career in the investment industry in San Francisco in 1982 where he focused on tax minimization strategies using municipal bonds.

The following year Tim expanded his practice to include full financial planning services and products and went on to become a Registered Investment Advisor and co-owner of a qualified plan consulting firm providing administrative services to 401k plans, pensions, and profit sharing plans.

Through his association with Dimensional Fund Advisors, Tim has had the opportunity to meet and learn from the best and the brightest academic researchers in modern finance. He has attended lectures by David Booth, Warren Buffett, Eugene Fama (Sr. and Jr.), Kenneth French, Rex Sinquefield, William Bernstein, Larry Swedroe, and many others. Tim has been a frequent guest speaker at numerous investment conferences including the Financial Planning Association, American Association of Individual Investors and recently chaired a presentation with James Gottfurcht co-author of Blueprint For Success (2008) on the “Psychology of Money.”

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.

Primary Location

10091, West Park Run Drive, Las Vegas, Nevada, 89145

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Please click the 'Book Intro Call' button above and complete the brief form to begin the process of defining and meeting your goals. We look forward to hearing from you.

Offers Investment Management

Yes

About our Firm

Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada 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.

Education

Arizona State University, Engineering

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Investors
  • Living in Retirement
  • Parents

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