Advisors with PEAK Investment Services are now able to offer clients exchange-traded funds (ETFs). PEAK Financial Group announced yesterday that it has created an in-house platform to allow advisors to place ETF trades directly through its subsidiary mutual fund dealer, PEAK Investment Services. The company says it is one of the first to provide mutual fund advisors with products that are typically only available from those licensed to sell securities.
"We believe that providing advisors with an extensive offering of investment opportunities will contribute to create successful financial strategies for their clients." says Robert Frances, chairman and 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."
PEAK was founded in 1992 and has a network of over 1,500 independent financial advisors, who together have more than $8.5 billion in assets under administration.