Timothy Bock

Timothy Bock is the Founder and Owner of Summit Portfolio Management and has spent more than four decades helping clients make smarter financial decisions through disciplined planning and evidence-based investment strategy. With deep expertise in investment due diligence, financial and retirement planning, portfolio design, and tax minimization, Tim has dedicated his career to helping clients preserve, grow, and more effectively manage their wealth.

Over the last 30 years, Tim has had the privilege of working with some of the world’s most notable academic researchers, including several Nobel Laureates whose work forms the foundation for many of Summit’s portfolio strategies. His career has spanned financial planning, securities, qualified plan consulting, and advisory leadership, culminating in the founding of Summit Portfolio Management in 1999.

In addition to leading Summit, Tim has been a frequent speaker at industry conferences and major employers, educating employees on investment and retirement strategies. His long-standing commitment to professional excellence is reflected in both his experience and continued pursuit of advanced credentials.