As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice, but pay extremely low fees – a key point of difference in what’s available in the current market. As our research is unbiased and sourced from all the top investment banks around the world, we are able to understand exactly what YOU want. Our advice is impartial, tailored and specific, giving us a much more “market-neutral” stance to make our investment decisions. Once your portfolio is constructed and reviewed, a careful plan is outlined. Our investment team will carefully monitor each position, taking an active approach through ongoing portfolio management. We know that markets change on a daily basis and it is thus essential to regularly assess the portfolio bias of the market, in order to mitigate risk. As a Peak Asset Management client, you will also receive daily commentary from our experts in areas of SMSF construction, global market reports, commodity analyses, roundtable discussions, reporting season breakdowns, dividend growth projections and much more, to understand the precise rationale for each of our investment recommendations. Each client also gets exclusive access to our education seminars, interstate conferences, webinars and quarterly social events. Meet like-minded people and stay connected everywhere you go. Be part of the PEAK Community.
View Top Employees from PEAK Asset ManagementWebsite | http://www.peakassetmanagement.com.au |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2012 |
Address | Level 7, 564 St Kilda Rd, Melbourne, Victoria 3004, AU |
Phone | +61 1300 304 460 |
Technologies |
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Industry | Investment Banking, Insurance |
Web Rank | 22 Million |
Keywords | Boutique Asset Management Internship Australia |
SIC | SIC Code 672 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 5259 Companies, NAICS Code 525 Companies, NAICS Code 525990 Companies, NAICS Code 52599 Companies, NAICS Code 52 Companies |
Looking for a particular PEAK Asset Management employee's phone or email?
The PEAK Asset Management annual revenue was $1 million in 2024.
Vivian Wang is the Executive Director of PEAK Asset Management.
5 people are employed at PEAK Asset Management.
PEAK Asset Management is based in Melbourne, Victoria.
The NAICS codes for PEAK Asset Management are [5259, 525, 525990, 52599, 52].
The SIC codes for PEAK Asset Management are [672, 67].