Disclosures and Form CRS
Peak Capital Management, LLC (“PCM”) is a registered investment adviser whose principal office is located in Colorado. Information on this website is directed toward U.S. residents only. PCM provides investment advice only to its clients pursuant to the terms of a written investment management agreement. Nothing on this website is an offer to sell, or a solicitation of an offer to purchase, any security. No representation is intended that any security referenced on this website was or would be profitable to any person. Additional information is required to determine the suitability of any investment discussed on this website for any investor or portfolio. A professional adviser should be consulted before any investment decisions are made. All investment involves risk, including risk of loss. Past performance does not guarantee future success, and achievement of investment objectives, including preservation of principal, cannot be guaranteed. All clients are advised that it remains their responsibility to advise their financial adviser or Peak Capital Management, LLC of any changes in their investment objectives and/or financial situation.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
PCM claims compliance with the Global Investment Performance Standards (GIPS®). To receive a GIPS Report and/or our firm’s list of composite descriptions, please email your request to firstname.lastname@example.org. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. PCM was acquired by Shepherd Kaplan Krochuk, LLC in February 2020.