Lone Peak Advisers

Lone Peak Advisers offers investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. Lone Peak Advisers creates customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and variable annuity sub-accounts. The firm primarily manages accounts on a discretionary basis, meaning they make trades on your behalf without asking first, guided by your chosen risk tolerance and investment objectives ranging from capital preservation to aggressive growth. Lone Peak Advisers also provides traditional financial planning services covering cash flow planning, retirement planning, education funding, and net worth statements. Clients retain individual ownership of all securities purchased in their accounts, and implementation of financial planning recommendations is completely optional.