Peak Capital Management, LLC

Peak Capital Management develops investment strategies designed to manage risk utilizing an absolute return philosophy. The basis of these strategies is to seek an investment return less dependent on the returns in the stock and fixed income markets, while seeking to reduce volatility. Peak Capital Management tailors advisory services using a risk profile questionnaire to classify each client into risk tolerance levels including growth, balanced, and income. Client funds are invested into models or other investments appropriate to their specific risk tolerance, diversified across multi-strategy equity and fixed income portfolios that hold individual stocks, exchange-traded funds, mutual funds, United States treasury obligations, and short funds. Additionally, Peak Capital Management offers financial planning services covering estate, retirement, and tax plans.