A complete list of active advisors currently associated with Peak Horizons Capital

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

PeakHorizons Capital, LLC provides discretionary investment advisory services across a range of account types, including Self‑Directed Brokerage Accounts within employer‑sponsored retirement plans, traditional brokerage accounts, separately managed accounts, donor‑advised funds, charitable organizations, and accounts for corporations and other entities. The firm typically manages accounts under a limited power of attorney and organizes assets according to model strategies aligned with different risk profiles. The firm employs a trend‑driven tactical asset management approach using internally developed proprietary models called the PeakActive Advisory Strategies, which run from Conservative to Ultra Aggressive; these models incorporate both technical and fundamental analysis and are monitored daily with tactical reallocations made on short‑term signals. Management is discretionary within the selected strategy, and the approach can shift exposure to defensive cash or fixed income in adverse market environments. Notable distinctions from many peers include the exclusive use of in‑house proprietary models rather than third‑party sub‑advisers and affiliations with insurance‑related activities: certain supervised persons hold life and health insurance licenses and maintain outside marketing affiliations that may generate commissions, a potential conflict the firm discloses and manages. The firm also offers point‑in‑time consulting services billed on an hourly basis separate from its asset‑based advisory services, and at initial registration it reported no assets under management.

To learn more about the advisors currently working at Peak Horizons Capital, 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.