Purpose-driven guidance for great financial outcomes.
Offering world-class resources with a boutique touch.
Ten Peaks Partners is a registered investment advisory firm and fee-only fiduciary, focusing on corporate, institutional, and individual investors.
You will not find product pitches or be expected to endure mind-numbing meetings. Our north star is being responsive to your needs and creating great financial outcomes.
Learn more about our world-class resources and expert advice for:
Your Long-term Partner for the Journey Ahead
Objectives of Our Partnership
Achieve Your Objectives
Our process is driven by our desire to find the best financial and academic research to support your decisions and objectives.
Ease Your Burden
Ease your financial worries, we are motivated to serve you. As complexity and stakeholders increase, we bring clarity.
Act in Your Best Interest
As a fiduciary, our commitment to serve is continual. We help you focus on your priorities, quarterback administration, and prepare for what is ahead.
How We Partner With You
Client-focused Advice
Your mission comes first. We take a thoughtful approach to help organizations and investors manage complexity, optimize investment returns, and align your mission with your investment decisions.
Experts in the Industry
Access a network of analysts and subject matter experts for the path ahead. We focus these investment management, compliance, and operations professionals on you.
Reduced Costs
You should not have to pay excessive fees for average investment strategies. We are experts at knowing what's worth paying for and what's not and can help you reduce fees quickly.