Washington Peak Investment Advisors LLC

The firm provides tailored advisory services to individuals, high-net-worth clients, trusts, estates, and business entities through separate-account portfolio management. Services may be delivered on a discretionary or non-discretionary basis under a written investment management agreement, and the firm provides customary reporting and year‑end information to assist clients with tax reporting.

The firm’s investment approach focuses on establishing and monitoring an appropriate equity allocation for each client based on risk tolerance and financial objectives, generally emphasizing equities and cash equivalents while opportunistically investing in other asset classes. It pursues a global investment mandate and may employ concentrated positions, leverage, and derivative instruments — including exposure to ETFs with leveraged or inverse characteristics — which can increase volatility and security‑specific risk.

Notably, the firm may enter into performance‑based fee arrangements and uses documented procedures intended to mitigate conflicts that can arise from side‑by‑side management, soft‑dollar arrangements, and allocation decisions. The adviser is operated by a sole professional who also performs the firm’s compliance and investment oversight functions and is owned through an affiliated asset‑management LLC, arrangements the firm discloses in its policies.