Summit Portfolio Management LLC

Summit Portfolio Management is an SEC-registered investment adviser based in Las Vegas, Nevada, established in March 1999 by Timothy Francis Bock. The firm specializes in providing asset management services tailored to individual client needs, managing portfolios on a discretionary basis. Summit Portfolio Management offers investment advice on a variety of securities, including exchange-listed securities, corporate debt securities, mutual fund shares, and private equity securities. The firm follows an evidence-based approach to investing, focusing on factors such as size, value, profitability, and momentum tilts in equity portfolios, as well as global diversification and the role of fixed income in reducing portfolio volatility. For Portfolio Management Services, fees are charged quarterly based on a percentage of assets under management, ranging from 0.50% to 2.0%. The minimum account size required is $500,000, with a minimum quarterly fee of $1,750. Summit Portfolio Management does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Clients have investment discretion, allowing the firm to make trades without prior client approval. The firm does not vote on client securities and does not have custody of client assets. Summit Portfolio Management does not have any reportable disciplinary history or financial circumstances to report.