Team

Because every investor has a unique set of needs, goals and priorities, we have assembled a diverse team of investment advisors who see the market from all sides. While we understand that our services are not a universal solution to all portfolio management needs, we have built our business on principles that we believe position us to provide a superior solution to a select group of investors. The members of our team have earned internationally recognized certifications including CFA, CFP, CPA and FRM.

Our goal is to respond to client requests promptly, and to provide a high level of personal service through our Peak team. We truly enjoy working with our clients and work hard to demonstrate our enthusiasm and commitment.