Personal Information
Organização/Local de trabalho
Las Vegas, Nevada Area, Century City United States
Sobre
I enjoy the challenge of creating optimal solutions to the complex financial situations commonly faced by high net worth clients. My company, 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.
My specialties are:
Investment Management
Financial Planning
Investment Portfolio Analysis
Qualified Plan Consulting
Marcadores
bock
dfa
planning
timothy
management
summit
advisor
financial
portfolio
passive
dimensional
funds
mutual
investment
minimization
fees
401k
tax
Ver mais
Apresentações
(1)Personal Information
Organização/Local de trabalho
Las Vegas, Nevada Area, Century City United States
Sobre
I enjoy the challenge of creating optimal solutions to the complex financial situations commonly faced by high net worth clients. My company, 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.
My specialties are:
Investment Management
Financial Planning
Investment Portfolio Analysis
Qualified Plan Consulting
Marcadores
bock
dfa
planning
timothy
management
summit
advisor
financial
portfolio
passive
dimensional
funds
mutual
investment
minimization
fees
401k
tax
Ver mais