PEAK Launches ETF Offering for Mutual Fund Advisors

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PEAK Investment Services, the Mutual Fund Dealer of PEAK Financial Group, is pleased to announce that mutual fund Advisors will now be able to offer their clients access to exchange-traded funds (ETFs).

Leveraging the firm’s 15-year securities experience, PEAK pursues innovative solutions for the benefit of financial Advisors. PEAK’s technology and operations expertise is powering this solution on an in-house platform that enables mutual fund Advisors to place ETF trades directly through PEAK Investment Services. PEAK is one of the first dealers to provide mutual fund Advisors with products typically reserved for the securities clients.

“We believe that providing Advisors with an extensive offering of investment opportunities will contribute to create successful financial strategies for their clients.” said Robert Frances, Chairman & CEO of PEAK Financial Group. “It is crucial for Advisors to be well-equipped to better serve their clients and overcome the challenges of a changing and highly competitive industry. PEAK is committed to providing Advisors with a large offering to ensure them a bright future.” concluded Robert Frances.  

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