Endorsed Financial Advisers

Looking for a financial adviser who sees through a similar lens as PeakProsperity.com and its Crash Course video series?

With the growing turbulence in the markets – especially the recent jump in price volatility of stocks and precious metals – we're seeing a notable increase in demand for referrals to this type of investment manager.

That's the purpose behind Greylock Peak Investments, which has spent several years performing due diligence on a number of advisers -- to find and refer people to a firm Peak Prosperity feels comfortable endorsing. 

Key criteria in our search were:

  • Investment strategy
  • Risk management
  • Experience
  • Quality of customer service
  • Trust

As a result of this selection process, we currently endorse one firm, New Harbor Financial Group. New Harbor is an independent financial advisory firm servicing clients across the US, as well as internationally.

If you're interested in being referred to them, we have a specific process in place for that. Please fill out the form below and New Harbor will contact you shortly:

Select the range that best represents the size of your overall investment portfolio (in US dollars).
Share with us some information about your financial goals, and what you wish to accomplish with a financial advisor in the short, medium, and longer term ranges.

Transparency

It's a rare person who has both the investing savvy and the ample time to actively manage a portfolio in today's markets with long-term success. Most of us have a demanding life to focus on instead, so recruiting outside expertise often makes sense.

Our top priority is for you to find an adviser you have confidence is the best fit for your needs, risk tolerance and financial goals. If that turns out to be a firm different than the one we endorse, that's completely fine with us.

If you do decide to work with our endorsed adviser, Greylock Peak will receive a fee from them for its successful referral. This does NOT lead to any increased costs to you as their client. We mention this simply to demonstrate how much we value transparency in the referral process.

Furthermore, during the referral process, you will be sent documentation which provides further detail on both New Harbor Financial Group and Greylock Peak Investments, LLC, as well as the business relationship between the two firms. For your education and convenience, they can also be downloaded here below. We encourage you to review them.

Greylock Peak Investments, LLC is an investment advisory firm registered with multiple states. Greylock Peak is a Solicitor for unaffiliated Registered Investment Advisory Firms.

Greylock Peak does not provide investment advice or asset management services. As a result, it does not have any agreements directly with the referrals that become clients of the Registered Investment Advisory firms it solicits for.

The fees payable to Greylock Peak for these referral services depend upon the fee arrangement between Greylock and the unaffiliated RIAs receiving the referrals. Greylock Peak receives a portion of the unaffiliated RIA's ongoing management fees as compensation for the solicitation or consulting. Greylock Peak's fee range is 25% to 30% of the fees charged to the referred client by the unaffiliated RIA. The fee shall be paid to Greylock Peak solely from the unaffiliated RIA and will not result in any additional charge to the RIA's client. 

Before seeking any adviser's services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document and firm ADV brochures. 

PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THERE IS RISK OF LOSS AS WELL AS THE OPPORTUNITY FOR GAIN WHEN INVESTING IN MANAGED FUNDS.

Greylock Peak can be reached via email at admin@greylockpeak.com or phone at 707.515.6770.