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Timothy B
Series 63, Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Timothy Bock is a financial advisor at Adaptive Wealth Engineering with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Summit Portfolio Management since 1999. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for around 113 clients. The firm uses an evidence-based investing framework focused on academic research, global diversification, and factor exposures, serving individuals, pension plans, and other business entities.
Matthew R
Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Matthew Ravenscroft is a Series 65-licensed advisor with Adaptive Wealth Engineering in Las Vegas, NV, and has seven years of industry experience. He has worked at Summit Portfolio Management since 2019 and also holds a full-time position as an electrical engineer at DMI Engineers. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for individuals, pension and profit-sharing plans, and other business entities. The firm employs an evidence-based investing framework emphasizing global diversification, factor exposures in equities, and uses investment-grade bond funds to mitigate volatility.
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