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.