Our portfolio services

Peak offers 2 portfolio options

Peak has 2 portfolio options that vary based on individual needs. Please explore these options to determine which is best suited to you.

Peak Private Wealth

Individually managed portfolios (IMAs)

Highly customisable and managed on a discretionary basis.

Model portfolio service

Separately managed accounts (SMAs)

Offering a choice of 4 portfolios to suit your needs.

Peak Investment Partners

Level 11, 56 Pitt Street
Sydney, NSW 2000 Australia

info@peakinvest.com.au(+612) 8274 5800
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