PCM Strategies

Peak Capital Management

We are a research-driven firm that utilizes a team approach to portfolio management.

We believe effective portfolio management begins with understanding each client's goals and desires and integrating this into every investment decision. Combined with a disciplined approach to managing risk, we strive to exceed client expectations for performance, capital preservation and personalized service. Markets are inherently volatile making it difficult for investors to trust their intuition, the news, or even their advisors. Market uncertainty introduces emotion into the decision making process if a disciplined approach is not being followed.

''There are only two ways to influence human behavior: you can manipulate it, or you can inspire it.'' - Simon Sinek, ''I alone cannot change the world, but I can cast a stone across the waters to create many ripples.'' - Mother Teresa ''The best way to predict your future is to create it.'' - Abraham Lincoln, ''The essence of investment management is the management of risks, not the management of returns.'' - Benjamin Graham, ''There is no time for ease and comfort. It is time to dare and endure.'' - Winston Churchill,

We are a research-driven firm that utilizes a team approach to portfolio management. Our regularly published research includes the monthly PCM Report, Quarterly Attribution Reports (QARs), Quarterly Overviews for each of our investment models, Trade Rationales with portfolio changes, and quarterly Fact Sheets. All models are tactically allocated based on an optimization of risk and opportunity identified by our research. Portfolios are comprised of individual equities, exchange-traded funds (ETFs), and a select group of multi-alternative fund managers.

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Research-driven | Disciplined | Transparent

Peak Capital Management

FINANCIAL PROFESSIONALS

PCM Reports

STRATEGIES & INDICES

Why Choose Us?

Peak Capital Management

Colorado Springs Office

Denver Office