We believe investing in public markets is the most efficient way of achieving long term capital returns.
Committed to providing the highest quality service, advice, and performance.
We believe everyone can achieve financial growth through investing in public markets. Stocks and bonds are more than just tickers and speculation. Stocks are ownership stakes in companies and bonds are debt investors are owed. ClearPeak Capital Management invests capital methodically in the market allowing clients to benefit from dividend and interest income, diversification, liquidity, and potential capital appreciation.
We have a legal and ethical responsibility to act in your best interest.
Most, if not all positions can be transacted daily should you need cash.
Only you can deposit or withdraw account funds
You can terminate your advisory agreement at any time without fees or penalties.
We don't earn commissions for selling you products.
You can track daily holdings and account value online.
Your Personal Chief Investment Officer
We empower you with the knowledge to better understand investing and build a custom portfolio you feel comfortable with in order to help meet your investing goals.
We develop, transfer, and manage most types of investment accounts including: Individual, Joint, IRA, Roth IRA, 401k Rollovers, Trustee, and UGMA.
1. Client Evaluation
We learn about your goals, analyze current holdings, and create a lont-term investment strategy.
2. Account Opening
We assist you in opening and funding your investment account. You can contribute using ACH, securities transfers, wire, and via check.
3. Portfolio Development
As you contribute, we monitor the market for the best investment opportunities, and invest your funds accordingly.
4. Performance Monitoring
We provide insight on a continuous basis with monthly market newsletters and quarterly performance statements.
Growth of $10k from 1996 to 2022
Equities tend to outperform other traditional asset classes over the long run. The chart below highlights the growth of $10,000 from Feb 1996 to 2022.
Sources: Data Provider - YCharts; S&P500 data is from the S&P 500 Total Return Index which takes into account dividend reinvestment; Corporate Bonds data is from Bloomberg Barclays Aggregate Index; Treasury Bonds data is from Bloomberg Barclays US Treasury Index; Residential Real Estate Data is from the Median Sales Price of New Houses provided by The US Census Bureau and US Department of Housing and Urban Development; Gold Data is from the Spot Price of 1 Troy Ounce of Gold.
Disclaimer: Past performance is not indicative of future results. Indexes are unmanaged and cannot be invested in directly. The chart above shows a hypothetical illustration.