Investment Management

Peak Trust Company offers it’s clients access to a sophisticated investment platform most often only available to large organizations. We offer an innovative and integrated approach to wealth management, called “overlay” or Unified Managed Account (UMA), while avoiding proprietary products (we don’t have any) or one size fits all model portfolios.

Our investment program offers you a customized portfolio featuring a carefully chosen, proven and monitored group of national and international money managers representing a variety of investment styles.

We are able to address client specific needs such as socially responsible investing, legacy stock positions, specific views on sectors and popular securities.  We also offer both taxable and tax free fixed income investments utilizing individual securities along with access to over 11,000 no-load mutual funds.

For our clients that wish access to alternative investments, we are able to participate with the industry’s leading experts.  Powerful investment management capabilities protected by the most innovative and protective trust laws in the country.

Our Investment Management Services Include:

  • Wealth Preservation Strategies
  • Income Strategies
  • Multigeneration Strategies
  • Tax Efficient Asset Allocation
  • Financial Planning Advice
  • Trust and Estate Planning Services
  • 401(K) Rollovers and IRA’s
  • Socially Responsible Investment Strategy