Investment Philosophy

PeakHaven Asset Management strives to select investments appropriate for your risk tolerance that will efficiently grow your assets and preserve your wealth. Our portfolio goals are to keep pace with global equity market returns and outpace global fixed income returns over longer time horizons while maintaining risk levels lower than the overall market and keeping portfolio costs below industry averages. 

PeakHaven continuously monitors global markets and economic trends that can help shape investment opportunities into the future. Our process is forward-looking, deeply analytical, and data-driven. Our team operates with independence, objectivity, and diligence. Investments are selected first based on macroeconomic opportunities, then by a given investment’s past merits, current actions, and future outlook. Once selected for inclusion in our portfolios, an investment is monitored and assessed based on how well the strategy holds to its

own objectives, how it is performing on a risk-adjusted basis relative to peers, and how it moves in relation to other portfolio holdings. 

PeakHaven can offer investment solutions ranging from short-term cash management for individuals and corporations to multi-decade solutions for working professionals striving to ensure a comfortable retirement or to create a lasting legacy. PeakHaven Asset Management adheres to the CFA® Code of Ethics & Standards of Professional Conduct. The Code & Standards in its entirety can be found here.