Overview

We are looking to acquire practices that align with our philosophy: the client always comes first. At Peak Capital, we have established strict guidelines to ensure that our client's goals and interests come first:

-Our firm is a fiduciary
-Our firm has adopted the CFA Code of Ethics
-Our firm complies with the CFA Asset Manager Code of Professional Conduct
-Our fee only model aligns our interest with the client's (AUM or hourly)
-Our firm does not offer commissioned based products, including insurance

The portfolio's we build for our client's primarily utilize iShares ETFs or Vanguard funds / ETFs. We would ideally like to acquire a practice that utilizes similar funds and has a similar investment philosophy.

If our model and philosophy aligns with your vision for your client's when you plan on retiring, please reach out and contact us.


Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...