Comprehensive financial planning and investment management based on Nobel-Prize winning research and analysis. 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 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.
Services
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.
At Summit, it is our belief that to build a solid financial plan, one must first establish a clear and achievable set of goals. Our goals based financial planning process provides our clients with the peace of mind in knowing that their plan is supported by a comprehensive analysis of each person's entire financial picture.
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.
You may have heard media reports about a new fiduciary rule for retirement accounts that President Trump has called for a review of just two months before it was to go into effect. Understandably, you have questions about how this might impact your accounts.
The rule was designed to ensure recommendations made by financial advisors to their clients regarding their retirement accounts are always made in the best interests of the client without any conflicts of interest.The good news is that doesn't affect your accounts at all. As a Registered Investment Advisor, we are already under the highest fiduciary standard-so enacting the rule, changing it, or possibly rescinding it doesn't change our status.
The rule was designed to ensure recommendations made by financial advisors to their clients regarding their retirement accounts are always made in the best interests of the client without any conflicts of interest.The good news is that doesn't affect your accounts at all. As a Registered Investment Advisor, we are already under the highest fiduciary standard-so enacting the rule, changing it, or possibly rescinding it doesn't change our status.
Our independence eliminates the significant conflicts of interest commonly associated with most financial service providers. We're compensated solely by our clients - not financial product vendors. The strategies we recommend emphasize total after-tax returns. Client portfolios are coordinated across as many account titles as necessary.
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