Peak Investments

Overview

Peak Investments is a small, privately owned advisory practice operating as a sole proprietorship with an individual owner. The firm serves individual and family clients and positions itself as a capital allocator that uses both in-house portfolio management and selections of outside managers. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Peak Investments charges fees including a percentage of assets under management and may use additional fee arrangements. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser. It is classified as unclassified in the snapshot data and maintains an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives