We provide personalized, comprehensive wealth planning and management services that help our clients navigate their often complex financial lives.
Many of our clients lead full, busy lives, so we dig in, plan, execute and reassess early and often to provide guidance, support and comfort. Our approach allows you to feel secure and cared for so you can focus on the things that are truly important to you.
Our Investment Process
Successful wealth management begins by bringing structure to your financial picture. We’ll help you understand your current situation and prioritize your goals.
We will work with you to:
- Gain a 360-degree view of your entire financial picture
- Pinpoint what is most important to you—and what is standing in the way
- Create an individualized plan of action to achieve your goals
THE INVESTMENT POLICY STATEMENT
Your Investment Policy Statement is used as the benchmark in all portfolio management decisions and account reviews. As your objectives and constraints change with time, we will adjust your IPS to ensure portfolio management decisions remain aligned with your goals.
Common investment objectives:
- Wealth accumulation
- Wealth preservation
- Major purchases
- Retirement income
Common investment constraints:
- Time horizon
- Risk tolerance
- Liquidity needs
- Tax considerations
- Legal or regulatory requirements
After we have identified your objectives and constraints, we will build and manage an investment portfolio that meets your needs. Your individual portfolio will utilize a variety of investment tools, including:
We strategically construct portfolios to enhance total return, reduce risk and minimize costs.
Our job is to make sure you sleep well at night. We manage portfolio risk to ensure that you are comfortable, no matter what the market or economy is doing.
individual security strategies
Our Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis.
Your portfolio is diversified across core asset classes through index-based funds reflecting your Investment Policy Statement objectives.
SOCIALLY RESPONSIBLE INVESTING
Aligning your investments with your values so you can both meet your financial objectives and participate in positive change.
Complete Portfolio Management
Our Individual Security and Diversification Strategies are used in combination to create the right portfolio for you and your family.
The best plans in the world amount to nothing without follow-through. Once your strategy has been implemented, we monitor your portfolio and meet with you regularly to ensure your financial plan stays on track.
Peak Asset Management clients can expect:
- Consistency of approach
- Evaluation of changes in the financial markets
- Portfolio management and execution of your personalized strategy
- Comprehensive quarterly reports reflecting portfolio positions, transactions
- Regular reviews of your portfolio in relation to your Investment Policy
- Updating of your Investment Policy Statement for changes in your life and your goals
- Frequent communications via in-person/virtual meetings and phone calls
- Regular newsletters, financial planning insights, and market commentary
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