PEAK INVESTMENT ADVISORS, INC.

Overview

Peak Investment Advisors, Inc. is an independent registered investment adviser that manages concentrated equity-heavy portfolios for individual, family and select institutional clients. The firm provides both ongoing portfolio management and financial planning for individuals and small businesses, operating under a fee model that combines a percentage of assets under management with hourly charges for advisory work. Peak favors exchange-traded equities as its primary allocation focus and runs both discretionary and non-discretionary mandates, allowing for client-directed positions alongside adviser-managed strategies. The adviser does not position itself as a capital allocator and is not identified as an active ESG investor. Peak’s investment activity includes use of third-party alternative managers for hedge fund and real estate exposure, while more traditional allocations include mutual funds and annuities. Custodial relationships and account structure support separately managed account (SMA) implementations, with equity ETFs and listed stocks forming the core of client portfolios.

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Public Holdings

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Location & Offices