A brief introduction to the firm and our mission statement.

1. P O R T F O L I O M A N A G E M E N T
1801 Century Park East, Suite 475 · Los Angeles, CA 90067
Ph: 310.590.7777 · Fax: 310.590.7778
Summit Portfolio Management is 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.
We are committed to the highest standards of service,
integrity, quality and excellence
Superior Solutions for Wealth Management
800.683.5800
www.summitportfolio.com
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