Stocks
Stocks (equities) offer ownership in companies and are a key driver of long-term growth. At Peak Financial, we use individual U.S. large-cap stocks selectively—complementing ETFs and funds—to give your portfolio tailored exposure across sectors and investment styles.
How we use stocks in portfolios:
Target major sectors—industrials, technology, healthcare, financials, consumer staples—to ensure well-rounded exposure.
Blend dividend-paying income stocks, blue-chip names, and growth-oriented companies to balance steady cash flow with upside potential.
Use equities strategically to complement broader portfolio construction, minimizing fees compared to purely mutual fund or ETF-heavy approaches.
We evaluate how individual equity positions align with your broader objectives. You’ll receive a curated set of stock recommendations, chosen for both diversification and high-conviction opportunity, and explained in terms of why they’re included and how they serve your plan. As markets and your priorities shift, we’ll revisit your holdings to keep your strategy aligned and intentional.
Stocks
Stocks (equities) offer ownership in companies and are a key driver of long-term growth. At Peak Financial, we use individual U.S. large-cap stocks selectively—complementing ETFs and funds—to give your portfolio tailored exposure across sectors and investment styles.
How we use stocks in portfolios:
Target major sectors—industrials, technology, healthcare, financials, consumer staples—to ensure well-rounded exposure.
Blend dividend-paying income stocks, blue-chip names, and growth-oriented companies to balance steady cash flow with upside potential.
Use equities strategically to complement broader portfolio construction, minimizing fees compared to purely mutual fund or ETF-heavy approaches.
We evaluate your risk profile and income needs to determine the right bond allocation within your broader portfolio. From high-quality government bonds to actively managed fixed income funds, we build solutions designed to balance growth with stability.
