ABOUT PEAK FUND MANAGEMENT


PEAK Fund Management (PEAK), with it’s proprietary mutual fund model is an investment strategy developed by Horter Investment Management.

PEAK pursues the top 5% of all equity mutual funds that have a track record of five years or more and have outperformed the S&P 500 by more than 3 to 4% per year over the past five years.

PEAK is designed to help small, medium and large investors to manage more effectively their mutual fund portfolio with lower risk and lower fund expenses. The PEAK mutual funds have historically outperformed 90% of the mutual funds available to investors. 1
PEAK is “client focused” to perform in the best interest of the client.

PEAK acts as a “watch dog” for any relevant fund changes; fund managers that leave (and the historical track record that remains is no longer valid), increased fund fees, hidden fees (i.e. 12b-1 fees), fund downgrades, increasing risk, and other key events that can effect fund performances.

PEAK is designed to allow investors to participate and diversify among all asset classes; small, medium, and large funds with a growth or value orientation. PEAK includes international funds with a growth or value orientation. In doing so, investors participate in virtually all sectors of the market with superior funds.

PEAK invests in no-load mutual funds that have, as an average, historically performed well in an ‘up’ stock market, a ‘down’ stock market, and a ‘sideways’ stock market. 1

PEAK helps clients avoid “broker or bank designed portfolios” which include proprietary funds” to meet the broker’s need and not necessarily the clients.

PEAK Fund Management is dedicated to it’s investors to achieve excellent long term results with lower risk and with superior service.

PEAK Fund Management is designed to help those equity investors who want to know that their mutual fund portfolio is being managed and scrutinized on a daily basis for their long term benefit.

1 Results may vary. Past performance is no guarantee of future results. Investors can lose money. PEAK Fund Management is designed for long term investors.