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Investment Management
Peak Investment Management helps institutional and private clients reach investment objectives with custom portfolio management and unmatched service
Important Disclosure
This site has been published in the United States for the residents of the United States. Peak Investment Management (Peak) is an SEC registered investment adviser located in Missoula, Montana. Peak and its representatives are current with registration and/or notice filing requirements as an SEC registered investment adviser and by the states in which Peak maintains clients. Peak may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Peak's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Peak does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Peak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Peak, please contact the United States Securities and Exchange Commission and/or the state securities law administrators for those states in which Peak maintains a notice filing. A copy of Peak's current written disclosure statement discussing Peak's business operations, services, and fees is available from Peak upon written request. Peak does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Peak's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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