Call (888) 310-7325or   Email
 

Welcome to Peak Investment Management

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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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Our Core Values

Integrity

We do what we say and treat everyone with honesty and respect.

Expertise

We know our profession and practice it with passion.

Service

We provide our clients with the level of service and personal attention they deserve.

Stability

We act and invest in the responsible and prudent manner that our clients have come to expect.

 

Contact Us

Call: (406) 721-7325 or (888) 310-7325

E-mail

Fax: (406) 728-7416

Mailing Address:
P.O. Box 9169
Missoula, MT 59807-9169

 

Noteworthy

A close look at the fine print on an advised investment account is enough to open anyone’s eyes.

November 14, 2011

Read a brokerage firm’s disclaimer and you’ll see its interests may conflict with yours. In contrast, the fine print from independent Registered Investment Advisors (RIAs) explains we have a fiduciary obligation to put your interests first. So looking out for you isn’t just part of our job, it’s our legal responsibility.

Peak Investment Management Team
 

In this harsh economic environment, which finiancial advisor will you choose?

October 24, 2011

While some brokers and advisors get outside commissions depending on what they sell you, Peak is only compensated by our clients. So our interests are aligned. As a Registered Investment Advisor, we have a fiduciary responsibility and are legally bound to always act in your best interest.

Peak Investment Management Team
 

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