PEAK INVESTMENT ADVISORS, INC.

Overview

Peak Investment Advisors, Inc. is a small, privately owned registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. Registered with the SEC in 2022, the firm emphasizes discretionary portfolio management across individual and business clients and provides selection-of-other-advisers services and pension consulting alongside traditional portfolio management. Fee arrangements are primarily percentage-of-AUM based with some other fee elements. Investment activity is centered on public equities—exchange-traded securities are the single largest asset sleeve—supported by allocations to external alternative managers. The firm is not positioned as an ESG-focused investor and does not present itself as a multi-state adviser. Its business model combines direct equity management with the selection and oversight of third-party managers when alternatives or specialized strategies are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices