Peak Investments

Overview

Peak Investments is a small, independently owned registered investment adviser operating as a sole proprietorship. The firm serves individual and family clients and bills fees as a percentage of assets under management (along with other fee arrangements). Its advisory scope includes portfolio management for individuals and small businesses, selection of other advisers, and it lists pension consulting among its activities. Peak Investments functions as a capital allocator, which indicates it places client capital with third‑party managers for certain strategies. The firm is not positioned as an active ESG investor and does not identify as a multi‑state or newly formed adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives