Summit Portfolio Management

Las Vegas, Nevada Area, Century City United States

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