Dear Investor,
Given some of the recent market activity, Peak has made some changes to its clients SAM Portfolios. We have scheduled a series of conference calls for the following dates to review these changes. The call will last about 10 ‐15 minutes. We hope you will be able to join us. We will schedule additional calls if necessary, since each call is limited to 99 participants on a first come first serve basis. The schedule for the conference calls is as follows:
To participate in the call, dial 18772035995. The PIN No. for the call is 21250#.
There is no charge for the call.
We will try to answer as many of your individual questions as possible. If you have questions, please e‐mail them to tim.harder@peakcapital.com.
As always, we thank you for your business. We hope you find the calls of value. In addition, feel free to forward this e‐mail to anyone you know who might benefit from this information.
Sincerely,
David A. Peterson, JD, CFP®
President & CEO
To speak to an advisor please call: (303) 972-7786
Securities offered through LPL Financial, Member FINRA/SIPC
For a copy of this letter click here.
