Peak Horizons Capital

About Us

Our Methodology & Strategies

Our Process

Insights

DISCLOSURE: Information presented on this website and in Peak Horizons Capital, LLC’s online content, including blog posts, videos, market commentary, newsletters, and social media posts, is for general informational and educational purposes only and does not constitute investment advice or a recommendation by Peak Horizons Capital, LLC to buy, sell, or hold any security, financial product, or instrument, or to engage in any specific investment strategy. This material does not take into account any investor’s investment objectives, financial situation, or particular needs and should not be relied upon as the primary basis for any investment decision. Always consult with a qualified financial professional before making any investment decision. Any examples, illustrations, charts, allocation ranges, and strategy descriptions are general in nature, are provided for informational purposes only, and may change without notice.

Active Money Management and Tactical Asset Allocation, like many investment strategies, offer no guarantee of positive returns and are subject to market risk, including the possible loss of principal. All investing involves risk, and past performance is not a guarantee of future results. Any references to performance, market activity, or investment strategy are provided for informational purposes only and may not be indicative of future results. References to risk management, defensive positioning, or capital preservation reflect investment objectives only and do not guarantee any particular result or that losses will be avoided.

Composite performance for Peak Active Advisory Strategies is calculated using verified account data from the Firm’s custodian and performance reporting systems and is presented for specified time periods such as year-to-date, 1-year, 5-year, 10-year, and since inception, as available for each composite. Short-term and daily figures are based on available custodial and market data as of the time indicated and may be updated as data are reconciled. Performance figures may be shown gross or net of advisory fees; where performance is presented, the treatment of fees will be described or labeled, and performance results may be reduced by the impact of advisory fees, transaction costs, and other expenses. Performance information is provided for informational purposes only, is not intended to represent the experience of any specific client, and should not be interpreted as a guarantee of future results.

When benchmarks, indices, funds, or model allocations are shown alongside composite performance or strategy information, they are provided solely as points of reference. Benchmarks may not reflect the actual holdings, volatility, or risk profile of any client account or composite and are not intended to be, and should not be considered, direct comparisons or guarantees of performance. Investors cannot invest directly in an index, and benchmark performance does not reflect the deduction of advisory fees or other expenses.

Peak Active Advisory Strategies are available exclusively through Peak Horizons Capital, LLC as investment advisory accounts subject to an advisory fee based on assets under management. While Peak Horizons Capital, LLC does not charge commissions on a per-transaction basis, clients may incur transaction-related or custodial fees charged by the custodian or other service providers. Investors should consider whether this type of advisory account is appropriate for their circumstances and should review Peak Horizons Capital, LLC’s Form ADV Part 2A for important information regarding fees, services, and conflicts of interest. Additional information about Peak Horizons Capital, LLC is also available through the Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Investment Advisory Services are offered through Peak Horizons Capital, LLC. Assets are held at a qualified custodian. Peak Horizons Capital, LLC is a registered investment adviser; registration does not imply any level of skill or training. Peak Horizons Capital, LLC, 189 South State Street, Suite 200-F, Clearfield, Utah 84015. Phone: 801.877.2366.