Announcement: Peak Charitable Gift Fund
Dear Clients and Friends,
The Peak Team proudly announces the establishment of the Peak Financial Management Charitable Gift Fund. With it, we intend to support both charitable causes in the local community and those of our valued clients and friends.
The Peak Charitable Fund was the brainchild of Peak employees, wanting to partner together to do our small part to make the world a better place. Demonstrating the inclusivity Peak embodies, all employees of the firm were invited to join the Peak Charitable Committee, which meets quarterly on an ongoing basis to manage the fund and direct grants. This ensures everyone makes an impact and has their voice heard. Also of special note, the initial funding was entirely comprised of voluntary employee contributions. Pran, by matching employee contributions and committing to annual contributions, will provide generous ongoing financial support.
In closing, we recognize and acknowledge that it’s our clients’ continued confidence in Peak over the years which has made this charitable endeavor possible. Thank you. We are truly excited to see where this leads and look forward to sharing updates with you in the future.
Regards,
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes the judgment of Peak Financial Management, Inc. (Peak) as of the date of this report, and are subject to change without notice.
Information for periods greater than one year is annualized. Performance is net of Peak’s advisory fee, brokerage or other commissions. Performance reflects the reinvestment of dividends and other earnings.
Additional information, including management fees and expenses, is provided on Peak’s Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. Peak does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.