Our Process

Successful investors are those with clearly identified investment objectives, a well-defined plan and a thoughtfully implemented strategy that is continually monitored to reflect changing circumstances. Our investment process begins by identifying each client's long-term investment goals, tolerance for portfolio volatility and specific income needs. This fiduciary approach results in a profile for each client enabling Peak Financial Partners to fully understand our client's unique situation and develop an appropriate strategy to meet their objectives.

Every client's unique investment plan is recorded in a written profile that reflects the client's unique considerations and strategies. This profile is intended to be a "living document" that is periodically updated to reflect the evolving circumstances in our client's lives, creating a roadmap for more effective portfolio management.

At Peak Financial Partners, we understand that investing our client's assets is an active, ongoing process. Our clients rest assured that we place as much emphasis on the ongoing "monitoring" phase of portfolio management as we do the "initial implementation" phase.