**No cost and no obligation beyond completing a short request form and brief survey.
PEAK Performance is Amplifying Wealth, Maximizing Retirement Income & Protecting Capital
Retirement Income Solutions
Fixed Income
Asset Allocation
All-Weather
Dividend & Growth Equity
OUR APPROACH
Investment Management
For more than 30 years, Peak American (Formerly Puritan Life Insurance) has successfully understood, served and leveled-up the middle- to upper-middle class investor. Our firm utilizes a comprehensive set of effective, yet simple strategies for investments and to help clients build diversified income portfolios, asset allocation blueprints, retirement income solutions, fixed income portfolios, growth/equity approaches, dividend growth portfolios, and opportunistic allocations. We use the power of technology and best-in-breed thought leadership, combined with true, old-school customer care and empathy to empower our clients and walk beside them in order to to attain their goals.
NAVIGATING MARKETS
Asset Allocation Experts
We approach every client with an objective mindset and unique, disciplined process to achieve the desired outcome of their investments for every stage of life. While many advisors and larger firms offer cookie cutter strategies or even DO IT YOURSELF models to achieve the low-cost scale they need to please their stakeholders, WE are focused on providing the middle- and upper-middle class with the detail, attention, and strategies they deserve to improve the probability of success... while still offering our services with low fees. PEAK does not "set it and forget it," we constantly evolve your portfolio to match YOUR current needs along with current market trends.
A+
Better Business Bureau Rating And Accreditation
30+
Years of experience
DISCIPLINED PROCESS
Achieving Peak Performance
We approach every client with an objective mindset and disciplined process to achieve the desired investment outcome for every stage of life. While many advisors and larger firms offer cookie cutter strategies or DO IT YOURSELF models to achieve the low-cost scale, they need to serve their shareholders, we are focused on providing the middle class with the detail and attention they deserve to improve the probability of success while still offering our services with low fees.
Establish portfolio objectives to ensure client goals, desired outcomes, and risk tolerances are aligned.
Step 1
Design an asset allocation strategy and select portfolios to achieve peak performance optimized for client objectives and risk tolerances.
Step 2
Actively manage risk and tactically allocate to navigate market conditions.
Step 3
Keep investments on track to ensure client objectives and performance are in line with expectations.
Step 4
Communicate performance quarterly and discuss market updates and any client questions.
Step 5
Sample Peak Performance Income Portfolio
Estimated Annualized Yield*7.0%
30-Day SEC Yield*7.5%
*As of June 30th, 2023 (Insert compliance Lanuguage)
Sample Peak Performance Income Portfolio
We utilize low-cost ETFs, Index Funds, and Active Management to tailor an asset allocation strategy best suited to achieve PEAK performance which is different for every individual and financial plan we manage. Our holistic approach considers income planning, balanced portfolios, growth equity strategies, after tax returns, low-cost management fees, and the potential hybrid use of annuities to minimize income risk due to market fluctuations inherent with both stock and bond markets.
Learn more about our
Insights at PEAKadvice
