Peak Investment Advisors, Inc. (Peak), founded in 1988, is a fee-only registered investment advisory firm located in Colorado Springs, Colorado. Peak provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to affluent individuals/families as well as business entities and non-profit organizations.
These services include retirement planning, investment management, estate planning and trust services, asset protection and insurance, financial planning and expense management, philanthropy advice as well as business advisory services. In conjunction with our partners, Peak Financial Services, we also provide income tax planning and preparation.
These services include retirement planning, investment management, estate planning and trust services, asset protection and insurance, financial planning and expense management, philanthropy advice as well as business advisory services. In conjunction with our partners, Peak Financial Services, we also provide income tax planning and preparation.
Services
We differ from most of our competition in a number of ways. We are compensated exclusively by fees paid by our clients thereby allowing us to work in our clients' best interests. In other words, we act in a fiduciary capacity when advising our clients. Unlike Peak, many of our competitors receive most, if not all of their compensation (commissions) from the products they recommend.
Peak offers customized Investment Management Services to individuals, families and institutions. Investment portfolios are developed to meet the client's return and risk requirements which are determined in advance with the client. Every investment portfolio is designed and structured to meet both the short and long-term financial objectives of the client.
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