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A Relationship of Trust

The relationship that you have with your financial advisory firm should be one based on trust.

We work hard every day to earn your trust by:

  • Being Your Fiduciary - As a Registered Investment Advisor (RIA), it is legally our fiduciary duty to put our clients’ interests first in all that we do. We provide objective, independent advice in accordance with your individual financial goals and objectives.  At Peak, we feel a deep sense of responsibility to our clients.
  • Providing Outstanding Communication - We believe that effective, two-way communication is the key to building successful client-advisor relationships.  A mutual understanding of goals, assumptions, expectations and constraints is critical to maintaining discipline in the investment process. We facilitate communication through personal meetings, written Investment Policy Statements, comprehensive quarterly reports, and client reviews.
  • Having Integrity - Peak Asset Management is an independent, fee-only advisor. We are solely compensated by our clients from assets under management. We do not receive brokerage fees, commissions or incentive fees: there are no conflicting sources of revenue influencing our decisions.  The principals of Peak Asset Management own and control the firm.  We provide unbiased advice and invest our own money alongside yours.
  • Delivering Individualized Advice - We work with each of our clients individually to create a financial plan that encompasses your needs, goals and aspirations. We manage, monitor and maintain portfolios that are prudent and consistent with your objectives. All portfolio management decisions are made in accordance with the investment parameters as established in your written Investment Policy Statement.  Peak Asset Management helps clients preserve, grow and manage their wealth so they can sleep well at night. The attainment of your goals is our sole objective.

By maintaining our independence as a fee-only advisor, effectively communicating with our clients, and providing personalized portfolio management services, we are able to act with integrity and confidence in our client relationships.

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