Fax: (406) 728-7416
Mailing Address: P.O. Box 9169 Missoula, MT 59807-9169
Physical Address: Florence Building 111 Higgins Ave, Suite 200 Missoula, MT 59802
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.
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.
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