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Portfolio management is the enactment of your investment objectives and constraints in the financial markets.

There are three key aspects to transparency:


Peak works directly for our clients. We receive no commissions or fees other than the quarterly management fee that our clients pay us. We only have one boss – our clients.


All client accounts are held by third party custodians (primarily Charles Schwab and TD Ameritrade) in the respective client’s name. Online access is available to view individual client accounts directly through the custodian. Custodians provide transaction confirmations and regular statements, either online or through the mail, directly to each client.

Liquidity & Marketability

Peak only invests client assets in publicly traded securities. Publicly traded securities provide daily pricing and liquidity and bear materially higher disclosure requirements than private securities/funds.

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