Our Partners

Through our independent relationships with market leaders such as ValMark Securities, Schwab Institutional and others, Platinum Peak Advisors has superior access to the industry’s top echelon of global resources. By combining this vast array of global resources with the high level of personal service, expertise, and integrity for which Platinum Peak Advisors is known, you receive the best of both worlds – institutional quality and selection with boutique-level service and advocacy.

The end result is that you have access to a truly comprehensive selection of choices along with objective advice to help you make informed decisions and confidently address the complex requirements of wealth.

ValMark Securities

Platinum Peak is a Member Firm of ValMark Securities, a national broker dealer and ValMark Advisers, a registered investment advisory firm.  Valmark Securities is an elite, invitation-only consortium of the nation’s top echelon of independent wealth management firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among the professionals are several of the industry’s leading experts in investment analysis and portfolio management, life insurance, medical underwriting, qualified and non-qualified plans, product due diligence and regulatory compliance.

As a ValMark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver best-in-class thinking and strategies when helping our clients strategically plan their financial futures. For example, on a daily basis we are able to collaborate with experienced senior vice presidents, underwriting directors, advanced planning analysts, a consulting medical director and investment specialists with advanced professional designations. Combined these experts have more than a one hundred years of experience assisting firms like ours implement customized wealth accumulation, distribution and protection strategies.

As a collective group, ValMark Member Firms have an estimated $40 billion of life insurance in-force and over $12 billion of assets under management. This combined buying power gives Platinum Peak preferred access to the nation’s best rated companies and products and allows us to negotiate some of the best arrangements on behalf of our clients.

ValMark, a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has 100 independently-owned Member Firms throughout the U.S. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC.

www.valmarksecurities.com

Schwab Institutional

As custodian for our clients’ assets, Schwab Institutional helps us deliver state-of-the-art asset management solutions, including a diverse range of best-in-class money managers and investment strategies. Schwab also offers Platinum Peak planners access to a comprehensive range of research, tools and resources that enhance our ability to provide portfolio customization and careful management.

As one of the world’s leading providers of custodial, operational and trading support for independent fee-based investment advisors, Schwab Institutional manages approximately $1.7 trillion in assets for 10 million individual and institutional clients. The 40-year-old firm has more than 1,800 employees who provide custody, trading and operational support in more than 300 offices in 45 U.S. states as well as in London and Hong Kong.

www.schwabinstitutional.com/public

 

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