Peak Investment Coaching, LLC

Overview

Peak Investment Coaching, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides a mix of financial planning and portfolio management services targeted at individuals and small businesses. Its service menu also includes pension consulting-type work, manager selection (selection of other advisers), and educational seminars and workshops. Peak Investment Coaching operates as a capital allocator, meaning it places client capital with third-party managers in addition to managing client portfolios directly. The firm charges both a percentage-of-AUM fee and fixed fees for certain services. It does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices