We work hard to build a relationship of trust with our clients as a basis for long-term success in meeting our clients’ financial needs and goals.
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- We put your financial objectives and constraints in writing. Peak works with each of our clients to create an individual Investment Policy Statement (IPS) that establishes the parameters for the management of the respective client’s accounts. We update the IPS with clients as needs and circumstances evolve over time.
- We actively seek to communicate with you through meetings, telephone conversations, emails, and quarterly letters.
- We provide you quarterly reports. In addition to statements prepared by the account custodian, Peak delivers quarterly reports summarizing performance, account positions and activity.