Important Disclosure

This site has been published in the United States for the residents of the United States. Peak Investment Management (Peak) is an SEC registered investment adviser located in Missoula, Montana. Peak and its representatives are current with registration and/or notice filing requirements as an SEC registered investment adviser and by the states in which Peak maintains clients. Peak may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Peak's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Peak does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Peak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Peak, please contact the United States Securities and Exchange Commission and/or the state securities law administrators for those states in which Peak maintains a notice filing. A copy of Peak's current written disclosure statement discussing Peak's business operations, services, and fees is available from Peak upon written request. Peak does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Peak's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Current News

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

April 5, 2010

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 his harsh economic environment, which finiancial advisor will you choose?

March 24, 2010

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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