Peak Investment Solutions is a member of The BAM ALLIANCE. The BAM ALLIANCE is a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:
Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within The BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.
Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 17,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $24.5 billion of collective assets under management or administration as of June 30, 2014.
DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
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