Discretionary portfolio management

Through PEAK Securities, we are pleased to introduce the Discretionary Portfolio Management service, which exemplifies our partners’ financial expertise and innovative approach. Our partner licensed advisors team tailor a model portfolio to a variety of financial objectives and risk tolerances, based on years of research and market intelligence. By entrusting them with the service of discretionary portfolio management, you will enjoy a streamlined, proactive investment experience in which your portfolio will be continuously modified and optimized to ensure that it remains in line with your financial goals.