About Peak VCI

Peak focuses on conservative investment opportunities with relatively small American businesses. Our firm was founded on the premise of providing “regular” people with an outlet to make investment returns that are generally reserved for the very few. To do so, Peak pools resources and works with our partners for opportunities often require a minimum investment.

Peak funds are focused on building small businesses into larger ones by using our experience, a scale focused strategy, while leveraging into a market opportunity. Each investment is allocated a certain amount of capital that is applied with focus on a specific investment strategy outlined before the funding starts. All of Peak’s investments are placed with businesses of whom we have an comfortable relationship with 

and there is a high probability of success.

Peak also invests in a variety of publicly traded securities and investment products with the capital we hold in reserve. These include:

• Stocks — U.S.-listed common and preferred equities.
• ETFs (Exchange Traded Funds) Publicly listed ETFs including index and thematic ETFs.
• Bonds and Fixed Income — U.S. Treasuries, corporate bonds, municipal bonds, and bond ETFs/mutual funds for our income strategy.

Our full-bodied focus enables our company to invest in an array of businesses, backed by a strong balance sheet, while managing with the fundamentals that 

every growing company needs..