Peaks Investment Management

Overview

Peaks Investment Management is an independent, privately owned registered investment adviser organized as an LLC. The firm focuses on fee-based portfolio management for individuals and small businesses and charges clients as a percentage of assets under management. According to available filings, Peaks positions itself as a fixed-income oriented advisory practice rather than a capital allocator or multi-product manager. It is not flagged as an active ESG investor, a pension consultant, or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices