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 is a registered investment adviser in the States of Massachusetts, California, Louisiana, New York, North Carolina, Oregon, Texas, Michigan, Minnesota and Pennslyvania. The Adviser may not transact business, above the de minimis limit, in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Greylock Peak can be reached via email at [email protected]m or phone at 707.515.6770.