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.
Peak Capital Management, LLC (“PCM”) maintains a presence on third-party social media sites including Twitter, LinkedIn and YouTube. PCM is not affiliated with Twitter, LinkedIn or YouTube and has no control over how these and other third-party sites use the information you share. PCM does not necessarily endorse or adopt any statement by any third party about PCM on any such third-party social media site. Whenever a third party posts content to our social media properties, this information remains the responsibility of the party submitting the content and does not represent PCM viewpoints or serve as an indication or guarantee of future results. Content posted on PCM’s social media channels should not be considered a recommendation or personalized advice. Where specific advice is necessary or appropriate, individuals should consult with a qualified tax advisor, legal advisor, CPA, Financial Planner or Investment Manager pertaining to the individual situations. PCM social media programs may follow another user, share or provide hyperlinks to third-party content, “like/favorite” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside of PCM. All content distributed through PCM’s social media channels are intended for U.S. residents only. For information about how PCM may use information you provide, please read more by accessing PCM’s Privacy Policy.
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 info@pcmstrategies.com. 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.