Solutions

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.

Financial Planning

We will help you build a plan for how to save, spend, and invest your money so you can accomplish your goals for you and your family.

Investment Management

As experienced fiduciaries and portfolio managers, we’ll build a personalized investment strategy that matches your goals and risk tolerance.

Retirement Planning

We help develop a financial framework that gives you the confidence to live the life you want, and gives you the freedom to leave a legacy you will be proud of.

Tax Planning

We can help you make sure your financial picture is structured to minimize your tax burden so you can keep more of your money.

Financial
Planning

We will help you build a plan for how to save, spend, and invest your money so you can accomplish your goals for you and your family.

Investment
Management

As experienced fiduciaries and portfolio managers, we’ll build a personalized investment strategy that matches your goals and risk tolerance.

Retirement
Planning

We help develop a financial framework that gives you the confidence to live the life you want, and gives you the freedom to leave a legacy you will be proud of.

Tax
Planning

We can help you make sure your financial picture is structured to minimize your tax burden so you can keep more of your money.

Our Investment Process

1. Structure

Structure

Successful wealth management begins by bringing structure to your financial picture. We’ll help you understand your current situation and prioritize your goals.

Financial Planning

We will work with you to:

  1. Gain a 360-degree view of your entire financial picture
  2. Pinpoint what is most important to you—and what is standing in the way
  3. 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
  • Gifts/bequests

Common investment constraints:

  • Time horizon
  • Risk tolerance
  • Liquidity needs
  • Tax considerations
  • Legal or regulatory requirements

2. Strategy

Strategy

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:

assest_allocation
asset allocation

We strategically construct portfolios to enhance total return, reduce risk and minimize costs.

risk_management
risk management

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.

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individual security strategies

Our Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis.

index_strategies
Diversification strategies

Your portfolio is diversified across core asset classes through index-based funds reflecting your Investment Policy Statement objectives.

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SOCIALLY RESPONSIBLE INVESTING

Aligning your investments with your values so you can both meet your financial objectives and participate in positive change.

combining_strategies
Complete Portfolio Management

Our Individual Security and Diversification Strategies are used in combination to create the right portfolio for you and your family.

3. Discipline

Discipline

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
    and performance
  • Regular reviews of your portfolio in relation to your Investment Policy
    Statement
  • 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

Ready to Get Started?

Fill out the form below and we’ll be in touch to schedule an introductory call.