Peak Investment Solutions, LLC

Peak Investment Solutions, LLC, located in Roseville, CA, has been in business since 1999 and is a registered investment adviser. The firm specializes in managing investment portfolios for individuals, high net worth individuals, trusts, retirement plans, charitable organizations, and businesses. Peak's investment strategy is rooted in Modern Portfolio Theory, focusing on long-term diversified portfolios primarily using passively managed mutual funds. They may also include individual equity securities in certain situations. Peak offers services such as income and estate tax planning, retirement planning, and trust designs. The firm requires a minimum account size of $400,000 for fixed income portfolios, which may be negotiable. Peak charges an annual fee based on a percentage of assets under management, with a minimum fee of $5,000. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients receive quarterly performance reports and statements from their account custodian. Peak's owners, Theril Lund and Kenneth Pope, oversee the firm's operations and compliance. Kenneth Pope also operates an affiliated accounting firm. The firm's employees adhere to a Code of Ethics and are required to act in the best interests of clients.