Terms of Service

Terms and conditions governing our investment advisory services.

Service Agreement

These terms of service govern the relationship between Peak Global Management LLC and our clients regarding the provision of investment advisory services. By engaging our services, clients agree to these terms and conditions.

Investment Advisory Services

Peak Global Management LLC provides investment advisory services to qualified clients in accordance with applicable federal and state regulations, including Delaware compliance where applicable. Our services include portfolio management, investment advice, and related financial consulting services.

Client Responsibilities

  • • Provide accurate and complete financial information
  • • Communicate changes in financial circumstances or investment objectives
  • • Review and understand all investment recommendations and decisions
  • • Maintain appropriate account documentation and records

Risk Disclosure

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Clients should carefully consider their investment objectives, risk tolerance, and financial circumstances before making investment decisions.

Termination

Either party may terminate the advisory relationship upon written notice. Upon termination, clients will receive a final account statement and any applicable refund of prepaid fees.

Contact Information

For questions regarding these terms of service, please contact us at infopeakgloballlc@gmail.com.