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Investment Services

At Peaks Investment Management, we have built a well-established network of securities dealers throughout the country.  We do not carry or hold our own inventory, and as such, we seek the best price and yield among wide array of investment products available.  

We provide access to Treasury Securities, US Agency Bonds, Corporate Bonds, Municipal Bonds, CD’s and Commercial Paper to our clients from broker/ dealers nationwide.

We offer:

  • Non-discretionary Portfolio Management
  • Discretionary Portfolio Management
  • Investment Policy Design and Review
  • Independent Portfolio Review
  • Educational Services and Updates to Committees, Councils and Boards
  • 24/7 Online Access to Your Account Including Statements and Confirms