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We believe the primary key to successful investing in the U.S. stock market is directly tied to superior management, excellent long term results, strong sector biases, and diversification among large, medium, and small capitalization and international asset classes.

Goal
To realize capital appreciation

Vehicle
Highly rated no load mutual funds with low expenses

Relative Risk
Low to moderate

Investment Horizon
7 to 8 years

Type of Assets
IRA’s, 401K Rollovers, Personal Investments, Trusts

Click to Read Article on PEAK Fund Management October 2008 PEAK Fund Management is a portfolio of no load, low expense mutual funds managed by Horter Investment Management, LLC. Horter Investment Management, LLC employs a quantitative and rigid screening process when selecting high quality funds for the portfolio. Asset class diversification is a key component of the strategy. Sector momentum and cyclical opportunities to enhance portfolio value are integrated as well for a portion of the assets.


PEAK Fund Management is a no load equity mutual fund strategy that analyzes over 10,000 mutual funds for such information as expenses, 12B-1 fees, management tenure, historical rates of return (commonly known as "Beta"), risk ratings, and Morningstar rankings (an independent third party mutual fund advisor).

PEAK Fund Management is not a registered mutual fund as that term may be defined in the Investment Company Act of 1940.

Performance shown is for accounts of $50,000 or more. Results are net after fees and reflect the reinvestment of dividends and other earnings. Past performance is no guarantee of future results. Actual results may vary. Investors may lose money.