Peak Financial Advisors, LLC is a privately owned company. It was founded in 1997. The company is located in Denver, Colorado. Peak Financial Advisors, LLC is a registered investment advice providing concern. The company charges a fee for its services. The company follows a client centric approach.
More About Peak Financial Advisors, LLC
Peak Financial Advisors, LLC boasts of a high ethical standard. They claim to be highly trustworthy of their clients. Most of the company’s business results from referrals. The company also invests its own capital along with that of their clients.
Peak Financial Advisors, LLC has a limited number of clients. This enables them to provide efficient and personalized client services. Clients receive individual attention. They are provided easy accessibility and prompt service by the company.
Investment Philosophy of Peak Financial Advisors, LLC
The main aim of the company is to secure a long term increment of client asset value. Peak Financial Advisors, LLC also does not lose sight of the fact that dividends form an integral part of portfolio return. The company focuses on after tax returns because investment decisions attract taxes.
A typical portfolio includes around 35 stocks about 3 no load investment funds. Bond holding depends on individual portfolio size. The company provides clients with periodic performance reports and relevant detailed financial analyses. Web access to client accounts is also provided by the company. Peak Financial Advisors, LLC focuses on companies, which are out of market favor. So Peak Financial Advisors, LLC allows a reasonable time frame for their investments to yield results.
Services of Peak Financial Advisors, LLC
Investment management services of Peak Financial Advisors, LLC include goal assessment and risk assessment services, market matters and investment matters, performance reporting, IRA calculations, asset allocation, reporting of realized gain/loss, rebalancing of portfolios, accounting of trade lot and the like.
Financial advisory services of Peak Financial Advisors, LLC include planning for income tax, insurance service for different heads, analysis for capital needs, planning for executive stock, estate tax planning, gift tax planning and the like.
Peak Financial Advisors, LLC
50 South Steele Street, Suite 435
Denver, CO 80209
Phone number: 303.316.2799
Last Updated on : 1st August 2013