Summit Portfolio Management LLC

Fionn Allen is a financial advisor with Summit Portfolio Management LLC in Las Vegas, NV. He holds a Series 65 designation and has worked in various roles including at Summit Portfolio Management since 2022, as well as positions outside the industry in education, hospitality, and sports. Summit Portfolio Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows an evidence-based investing framework emphasizing global diversification, use of ETFs and mutual funds, and investment-grade fixed income, with discretionary portfolio management and financial planning services provided by a five-advisor team.

Timothy Bock is a financial advisor at Summit Portfolio Management LLC in Las Vegas, NV, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Summit Portfolio Management since 1999. Summit Portfolio Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs an evidence-based investing approach focused on global diversification, low-cost funds, and equity factor exposures, managing approximately $169.7 million in assets for around 108 clients.

Remington Conte is a financial advisor at Summit Portfolio Management LLC in Las Vegas, NV, holding a Series 65 designation with five years of industry experience. Prior to joining Summit, he worked in hospitality and retail roles, including positions at Hyatt Regency Clearwater Beach Resort & Spa and Park Place Infiniti. Summit Portfolio Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $169.7 million in client assets and employs an evidence-based investing approach emphasizing global diversification, low-cost funds, factor exposures, and investment-grade fixed income to manage portfolio volatility.

Matthew Ravenscroft is a financial advisor at Summit Portfolio Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Summit since 2019. Outside of financial advising, he is a full-time electrical engineer at DMI Engineers, a role he has held since 2001. Summit Portfolio Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs an evidence-based investing approach focused on global diversification, low-cost funds, and factor exposures, managing approximately $169.7 million in assets for around 108 clients.

Brandon Cruz is a financial advisor at Summit Portfolio Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services Inc. and several other organizations prior to joining Summit. Summit Portfolio Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs an evidence-based investing approach focused on global diversification, low-cost funds, and factor exposures, managing approximately $169.7 million in client assets.