PEAKS INVESTMENT MANAGEMENT

Overview

Peaks Investment Management is an individually owned limited liability company that provides discretionary portfolio management services for individuals and small businesses. The firm operates on a percentage-of-assets-under-management fee model and does not act as a capital allocator or manager of pooled investment vehicles. Peaks reports a preference for fixed-income investing and is not identified as an active ESG investor. Regulatory and classification details in the source are limited; the firm is not registered as a multistate adviser in the provided data. Advisory activity is focused on managing portfolios rather than pension consulting or family-office-style consolidated services.

Assets & Accounts

Investments & Alternatives