Peak Asset Management

As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice, but pay extremely low fees – a key point of difference in what’s available in the current market.

As our research is unbiased and sourced from all the top investment banks around the world, we are able to understand exactly what YOU want. Our advice is impartial, tailored and specific, giving us a much more “market-neutral” stance to make our investment decisions.

Once your portfolio is constructed and reviewed, a careful plan is outlined.

Our investment team will carefully monitor each position, taking an active approach through ongoing portfolio management. We know that markets change on a daily basis and it is thus essential to regularly assess the portfolio bias of the market, in order to mitigate risk.

As a Peak Asset Management client, you will also receive daily commentary from our experts in areas of SMSF construction, global market reports, commodity analyses, roundtable discussions, reporting season breakdowns, dividend growth projections and much more, to understand the precise rationale for each of our investment recommendations.

Each client also gets exclusive access to our education seminars, interstate conferences, webinars and quarterly social events. Meet like-minded people and stay connected everywhere you go.

Be part of the PEAK Community.