PEAK Investment Partners Pty Ltd
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Personalised portfolio management for better returns.

Every investor is different. Priorities, investment objectives, risk appetite and time horizons are all highly personal. Your investment management needs can only be met by a portfolio designed specifically for you.

Peak Investment Partners is an independent portfolio management company established in 2003 to provide high net worth individuals and families, DIY super funds and small institutions with a personalised, proactive, performance-driven approach to investment. This portfolio service is known as 'individually managed accounts' - IMAs or as 'managed discretionary accounts' - MDAs.

Depending on your requirements, a portfolio may see you investing into a combination of direct Australian equities, international investments and fixed-interest hybrid securities.

Our core strength is selecting securities for your portfolio.
 
Superior Portfolio Outcomes
  • Our investment managers are highly respected, experienced investment professionals with over 25 years of portfolio management and equities research in Australia and overseas
  • Our complete independence ensures that our stock selection is free from any conflicts of interest
  • We provide an exclusive, highly personal service, working in close partnership with you to achieve your investment objectives
  • We undertake an extremely disciplined, rigorous investment selection process which has strong emphasis on research
  • We have a totally transparent fee structure and our streamlined reporting format presents your information clearly and concisely while keeping costs to a minimum.
 
With this wealth of expertise and knowledge, Peak is well placed to provide you with superior portfolio outcomes.
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Doing what is in your best interest is what matters to Peak. Peak provides individual portfolio solutions for:
 
 
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Phone: +61 (02) 9239 9308
   
Fax: +61 (2) 9239 0355
   
Address: Level 7,
55 Hunter Street
Sydney, NSW 2000
Australia
   
E-mail: info@peakinvest.com.au
   
© 2012 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of
Peak Investment Holdings Pty Ltd (ABN 17 118 685 993) who holds an Australian Financial Service Licence No.304008
 
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