History

Since the founding of Peak Financial Management in 1991, investors have seen every kind of economic and political drama. We’ve experienced two recessions and the dot.com bubble. We’ve marveled at game-changing companies like Amazon and Google and the rise of China and other emerging economies. We’ve survived the mortgage crisis and great recession and huge governmental bailouts. We’ve seen record highs and lows.

Through it all, our approach to wealth management has remained the same — create for each client a comprehensive and customized plan that includes both financial planning and disciplined investing, and stay focused on long-term goals, not on daily fluctuations in the markets.

This long-term orientation has served our clients well, and earned Peak founder Pran Tiku frequent recognition as a top advisor in publications from Medical Economics to Worth magazine. He is also a frequent contributor to national financial media, from CNBC to The Wall Street Journal.

Pran’s expertise in emerging markets led to the publication of his 2008 book, Six Sizzling Markets: How to Profit from Investing in India, China, Korea, Mexico, Brazil and Russia.