Washington Peak Investment Advisors LLC

Washington Peak Investment Advisors LLC provides discretionary and non‑discretionary portfolio management and separate‑account advisory services to individuals, high‑net‑worth individuals, trusts, estates, corporations, and other entities. The firm typically tailors strategies to client objectives, generally charges asset‑based management fees, and typically expects a $100,000 account minimum that may be waived.

The firm’s investment process begins with establishing and monitoring an appropriate equity allocation and typically emphasizes equities and cash equivalents while allowing opportunistic allocations to other asset classes. Strategies may include concentrated equity positions, use of ETFs (including leveraged and inverse ETFs), derivatives and margin/leverage, and a global orientation that can result in substantial non‑U.S. exposures.

Operating as a single‑advisor independent practice with roughly $21 million in assets under management and under twenty clients, the firm’s investment approach is informed by the sole professional’s prior experience as a portfolio manager and global macro strategist at a hedge fund. Noteworthy operational features include a general policy not to vote proxies unless specifically agreed in the investment management agreement, disclosure of potential soft‑dollar arrangements, and reliance on the audit exception for custody reporting.