Peak Financial Management Inc

Peak Financial Management, Inc. is a registered investment adviser based in Wellesjson, Massachusetts, established in 1991 by Pran N. Tiku. The firm offers portfolio management services on a discretionary basis, tailoring investment strategies to individual client needs. Clients have the option to choose from different model portfolios based on their risk tolerance and investment goals. Additionally, the firm provides financial planning services, creating detailed financial plans to assist clients in achieving their objectives. Peak Financial Management acts as a fiduciary, obligated to act in the best interests of clients and disclose any conflicts of interest. The firm charges fees based on a percentage of assets under management, with quarterly billing in advance. Clients may also opt for financial planning services on an hourly basis. The firm does not participate in wrap fee programs and had assets under management totaling $452,743,722 as of February 5, 2025. Peak Financial Management does not accept performance-based fees and offers investment strategies such as long-term purchases and short-term purchases. The firm conducts regular reviews of client accounts and provides detailed reports to keep clients informed about their investments. Clients have the option to provide discretionary authority for asset management, allowing the firm to make trades without prior client approval.