A complete list of active advisors currently associated with Lone Peak Advisers

Warmer can help you find a great advisor at Lone Peak Advisers or one who fits your needs even better.

Lone Peak Advisers is a team-based registered investment adviser managing roughly $125 million for about 900 individual and high‑net‑worth clients, along with trusts, retirement plans, charitable organizations and corporate entities. The firm provides ongoing discretionary portfolio management and financial planning, with implementation assistance available if clients choose. The firm pursues a tactical investment approach that blends fundamental analysis—often using U.S. Federal Reserve data—with technical market signals to identify intermediate trends and adjust allocations across ETFs, mutual funds, individual equities and variable annuity sub‑accounts. Lone Peak’s models may use short positions, options or leveraged holdings to hedge or seek incremental returns, and the firm may deploy third‑party or internal sub‑advisors for specific strategies. Lone Peak is affiliated with a broker‑dealer under common ownership, a relationship the brochure discloses and which the firm says it manages through supervisory procedures; this affiliation is uncommon among similar team firms. The brochure also notes the use of an in‑house TPAM/sub‑advisor and that associated persons may engage in insurance sales or mortgage origination, which can introduce additional implementation considerations and potential conflicts of interest.

To learn more about the advisors currently working at Lone Peak Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.