Peak 

Strategic + Tactical

Select an Allocation to Explore Our Turnkey Models

 
 
CONSERVATIVE
 
 
 
 
AGGRESSIVE
 
 
 

Equity

The Equity models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 90% to 100% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Capital Appreciation

Investment Vehicles:
Primarily mutual funds & ETFs

 

Download Fact Sheet

Core

$250,000 Minimum

Investment Objective:
Capital Appreciation

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Download Fact Sheet

Elite

$500,000 Minimum

Investment Objective:
Capital Appreciation

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Download Fact Sheet

Growth

The Growth models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 70% to 90% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Growth

Investment Vehicles:
Primarily mutual funds & ETFs

Download Fact Sheet

Core

$250,000 Minimum

Investment Objective:
Growth

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Download Fact Sheet

Elite

$500,000 Minimum

Investment Objective:
Growth

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Download Fact Sheet

Moderate

The Moderate models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 50% to 70% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Growth & Income

Investment Vehicles:
Primarily mutual funds & ETFs

Download Fact Sheet

Core

$250,000 Minimum

Investment Objective:
Growth & Income

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Download Fact Sheet

Elite

$500,000 Minimum

Investment Objective:
Growth & Income

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Download Fact Sheet

Conservative

The Conservative models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 32% to 48% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Income & Growth

Investment Vehicles:
Primarily mutual funds & ETFs

Download Fact Sheet

Core

$250,000 Minimum

Investment Objective:
Income & Growth

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Download Fact Sheet

Elite

$500,000 Minimum

Investment Objective:
Income & Growth

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Download Fact Sheet

Preservation

The Preservation models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 15% to 25% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Capital Preservation

Investment Vehicles:
Primarily mutual funds & ETFs

Download Fact Sheet

Core

$250,000 Minimum

Investment Objective:
Capital Preservation

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Download Fact Sheet

Elite

$500,000 Minimum

Investment Objective:
Capital Preservation

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Download Fact Sheet