Peak is a Registered Investment Advisor
with a Fiduciary Responsibility to act in the best interest of our
clients at all times.
Unfortunately, that is not the case for all brokers nor
financial planners. Look closely at the fine print of a brokerage
disclaimer and you'll see that their interests may conflict with
yours. We are not compensated by any other party other than our
clients, so our interests are aligned. Peak is fee-based instead of
commission-based. We charge clients an annual fee based on their
assets under our management, so we are rewarded as your portfolio
grows.
Investment Strategy: Our success has often been
attributed to our history of investing in the right asset class at
the right time, coupled with investing in under-followed and
under-appreciated small and mid cap companies throughout the
world.
Services:
- Tailored investment strategy to meet our client's financial
objectives
- Comprehensive portfolio accounting services on a quarterly and
annual basis
- Responsive and personalized customer service
- Tax-advantaged investments
Our People: We have a strong and stable
portfolio management, research and client services team. Clients
work directly with their money managers, not salespersons. We
limit our client base in order to provide individualized client
services.
Clients and Minimum Investment: Peak offers
customized discretionary portfolio management for Institutional
Investors and High Net-Worth Individuals with a minimum $1 million
account value. We offer particular portfolio management
expertise to Foundations, Insurance Companies,
Pension/Profit-Sharing Plans, and Family Office Accounts.