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Timothy Bock

Personal Finance, Retirement, Investing
“Timothy Bock, founder of Summit Portfolio Management in 1984 and manages over $100M, takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis.”

Summit Portfolio Management

Job Title:



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.

Assets Under Management:

$100 million

CRD Number:


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June 2018
    Investing, Stocks
May 2018
    Personal Finance, Debt

All Answers
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    Investing, Stocks
Can I buy and sell the same stock many times in one day?
100% of people found this answer helpful

This is not a realistic strategy. There is a lack of evidence that investors can "day trade" for a consistent profits. You haven't described what you do when you buy and the stock doesn't go up but instead goes down. The commissions, spreads, taxes and market impact would likely erode any trading profit you might make.  

June 2018
    Investing, Asset Allocation, Choosing an Advisor
Should I keep money in a high yield savings account until it is to be invested?
80% of people found this answer helpful
June 2018
    Estate Planning, IRAs, Taxes, End of Life
How do I control the disbursement of assets upon my death?
June 2018
    Choosing an Advisor
Is my potential financial advisor charging reasonable fees?
June 2018