A complete list of active advisors currently associated with Lone Peak Capital Management, LLC
Warmer can help you find a great advisor at Lone Peak Capital Management, LLC or one who fits your needs even better.
Lone Peak Capital Management, LLC (LPCM) provides investment management primarily to individual retail clients and also works with other investment advisers as a sub‑advisor or third‑party asset manager. The firm offers multiple service tracks — including a subscription signal service, sub‑advisory support to Outside IAs, TPAM arrangements, and direct retail portfolio management — and serves a range of client types such as small businesses, trusts, and retirement plans in addition to individuals. LPCM applies a mix of technical and fundamental analysis to drive allocation and trading decisions, using market signals to identify intermediate trends (about three months on average) and adjust exposure across equities, funds and money market or bond funds as conditions change. Portfolios can be managed using a standardized model or a more actively managed tactical model, and equity selections are drawn from large‑cap Dow components alongside mutual funds, ETFs and variable annuity vehicles. Compared with many solo independent advisers, LPCM places notable emphasis on serving other adviser firms through subscription and TPAM/sub‑advisory arrangements — including providing model allocations, and in some TPAM engagements, billing and trading services on behalf of the Outside IA — and it distributes signal updates via an app or electronic delivery. The brochure also discloses that its representatives may be separately licensed as registered representatives, insurance agents or mortgage originators, which it identifies and addresses as potential conflicts through disclosure and supervisory controls.
To learn more about the advisors currently working at Lone Peak Capital Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Draper, UT
| 11
|
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