A complete list of active advisors currently associated with Peak Investment Solutions, LLC

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

Peak Investment Solutions provides investment management, financial planning, and employee benefit plan advisory services to individuals (including high‑net‑worth clients), trusts, qualified retirement plans, charitable organizations and businesses. The firm manages approximately $77.4 million on a discretionary basis across about 78 client relationships and works with clients to develop written investment policy statements and transition plans. Peak’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, asset‑allocation strategies implemented primarily through passively managed, asset‑class mutual funds and ETFs (including funds from Dimensional Fund Advisors, Vanguard, and Bridgeway). The firm uses portfolio modeling and Monte Carlo analysis to inform asset allocations, provides discretionary portfolio management with client‑imposed restrictions allowed, and outsources fixed‑income portfolio management to a third‑party manager when appropriate. A noteworthy operational feature is the firm’s affiliation with an accounting practice owned by the principal; the two entities may refer clients to one another and the principal discloses devoting up to 25% of time to the accounting practice, a potential conflict the firm identifies. Peak also relies on third‑party support from Focus Partners Advisor Solutions for back‑office services and fixed‑income sub‑advisory work and participates in Schwab Advisor Services for trade execution and custody, arrangements the firm describes as central to its service delivery and reporting.

To learn more about the advisors currently working at Peak Investment Solutions, 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.