Our sole mission is to help our clients
reach their investment objectives.
Life is a complicated journey without the challenges in the
financial market place. We provide the investment expertise in
managing customized portfolios with a high level of client service.
Think of us as your guide in navigating today's complex and
challenging economic and financial conditions.
Peak Investment Management, Ltd. is an independent,
privately-owned registered investment advisor. Founded in 1998,
Peak is dedicated to successfully serving institutional and high
net worth individuals. Our office located in Missoula, Montana, in
the heart of the Rockies, far from the noise on Wall Street.
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We do what we say and treat everyone with honesty and
We know our profession and practice it with passion.
We provide our clients with the level of service and personal
attention they deserve.
We act and invest in the responsible and prudent manner that our
clients have come to expect.
Call: (406) 721-7325 or (888)
Fax: (406) 728-7416
P.O. Box 9169
Missoula, MT 59807-9169