A complete list of active advisors currently associated with Peak Capital Management, LLC

Warmer can help you find a great advisor at Peak Capital Management, LLC or one who fits your needs even better.

Peak Capital Management LLC manages approximately $165.2 million for about 103 clients and provides discretionary and non‑discretionary investment management, standalone financial planning, and sub‑advisory/research (signal provider) services. Its client base includes individuals (including high‑net‑worth), pension and profit‑sharing plans, charities, foundations, endowments, trusts, third‑party advisors, and corporations. The firm describes an absolute‑return, risk‑managed investment approach built around tactical, dynamically hedged model portfolios (e.g., Dynamic Risk Hedged strategies and a Dividend Equity strategy) that allocate among individual equities, ETFs, mutual funds, U.S. Treasuries and income assets and can use short positions under certain conditions. PCM uses a mix of technical, fundamental, charting and cyclical analysis, and matches clients to growth, balanced, or income models via a Risk Profile Questionnaire while offering its models to other advisers as sub‑advisory or signal services. PCM’s brochure highlights several arrangements that are less common among peers: it is owned by and integrated with a larger advisory group that sponsors and manages private funds and related entities, discloses a related broker‑dealer (PCF Capital Markets) and other affiliated investment advisers, and documents how conflicts are handled when affiliates or the firm invest alongside clients or recommend affiliated funds. The firm also notes its use of model portfolios and the provision of performance‑related materials to third‑party advisors, and it discloses specific processes for reviewing and approving such recommendations and conflicts.

To learn more about the advisors currently working at 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.