Needham, MA Office

Peak Asset Management is a multi‑advisor SEC‑registered firm that manages roughly $1.01 billion for about 333 clients, serving individuals (including high‑net‑worth), retirement plans, trusts, foundations and corporate entities. The firm provides discretionary portfolio management, integrated financial planning (with stand‑alone planning available), retirement‑plan advisory services, separately managed municipal bond accounts, and participant account management via a third‑party platform.

Peak designs portfolios around a client‑specific investment policy statement developed during a data‑gathering process and generally implements either an individual security selection strategy or a mutual fund/ETF allocation strategy. The firm describes itself as a generally long‑term manager that uses fundamental, technical and qualitative analysis, rebalances discretionary accounts as needed, and can incorporate ESG‑oriented funds or screens where clients request them.

Noteworthy distinctions disclosed in the brochure include a documented affiliation with a law firm (clients may be referred to Foster Law, PLLC for estate and other legal services, with related conflict‑of‑interest disclosures) and use of client‑facing marketing channels such as a newsletter, blog and LinkedIn presence; the brochure also notes the firm’s use of client testimonials in advertising, an uncommon practice among multi‑team peers. The firm likewise highlights use of third‑party platforms (e.g., for held‑away participant accounts) and separate sub‑advisors for municipal bond SMAs as part of its service mix.