Founded in 2003, Three Peaks Management, LLC is a wealth management firm based in Lake Oswego, Oregon. As a Registered Investment Adviser (RIA), the company operates on a fee-only basis, emphasizing a fiduciary duty to act in its clients' best interests. Its core services include discretionary investment management, comprehensive financial planning, and retirement planning, primarily for high-net-worth individuals, families, and trusts. The firm's investment philosophy is centered on building diversified, long-term portfolios tailored to each client's specific financial goals and risk tolerance.

Founded in

South Africa