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Address:

2677 E 17th St Ste 100 
Ammon, ID 83406

605 S 5th Ave
Pocatello, ID 83201

Phone:

,Idaho Falls Office: (208) 881-5505,Pocatello Office: (208) 233-3633

Management

At 3 Peaks Financial, we offer 3 different customizable and dynamic plans with your investment success in mind:

PREMIER ASSET ALLOCATION PLAN

CUSTOM ASSET ALLOCATION PLAN

Premier investment PLAN

Pre-built models arrnaged by risk scale and investment asset category.

Customize-able models intended to suite a client's specific goals, risks, etc.

Core & Complimentary Portfolios make up our Premier Investment Plan.

 

Questions? Give Us A Call!

Idaho Falls Office: (208) 881-5505    Pocatello Office: (208) 233-3633

 


Premier Asset Allocation Plan

(Minimum $10,000, Recommended $25,000 and up)

(Download Plan)

Prebuilt Models

  • 20 models (10 taxable and 10 tax sensitive). Each model is managed for total return and the client can choose the model that most closely meets their needs (goal, risk tolerance, etc).
  • Least expensive of the 3 Peaks Financial advisory programs.
  • Suitable for accounts with infrequent withdrawals.

Investment Selection & Management

  • Only investments with consistent above average historical performance vs. their peers (as reported by Morningstar) will be included.
  • Investments are monitored quarterly to ensure continued above average performance.
  • If an investment’s relative performance falls below average it will be replaced.

Rebalancing

  • Portfolios are rebalanced twice per year and may cause investor to incur transaction costs, however, most investments used in this portfolio have no transaction fees.

Tax Sensitive (View)

Taxable (View)


Custom Asset Allocation Plan

(Minimum $10,000, Recommended $25,000 and up)

(Download Plan)

Customized Models

  • Each portfolio is customized to client’s specific needs (goals, risk tolerance, liquidity needs, etc.) and can be fully taxable (suitable for retirement accounts) or tax sensitive (suitable for non-retirement accounts).
  • Less expensive than the Premier Investment Plan.
  • Suitable for accounts with frequent withdrawals.

Investment Selection & Management

  • Only investments with consistent above average historical performance vs. their peers (as reported by Morningstar) will be included.
  • Investments are monitored quarterly to ensure continued above average performance.
  • If an investment’s relative performance falls below average it will be replaced.

Rebalancing

  • Portfolios are rebalanced twice per year and may cause investor to incur transaction costs, however, most investments used in this portfolio have no transaction fees.

Premier Investment Plan

(Minimum $100,000)

(Download Plan)

Core Portfolios

A portion of the portfolio (determined by account owner with our recommendation) is invested in a Custom Asset Allocation Model and is considered the core portfolio.

Investment Selection & Management

  • Only investments with consistent above average historical performance vs. their peers (as reported by Morningstar) will be included.
  • Investments are monitored quarterly to ensure continued above average performance.
  • If an investment’s relative performance falls below average it will be replaced.

Rebalancing

  • Portfolios are rebalanced twice per year and may cause investor to incur transaction costs, however, most investments used in this portfolio have no transaction fees.

Complimentary Portfolio

The remainder of the portfolio is primarily made up of a diversified portfolio of structured products which includes Market Linked CD’s and Market Linked Notes. This is considered the complementary portfolio. Structured products are sophisticated investment vehicles that may involve an increased level of risk. Liquidity is not guaranteed prior to maturity.


 

Questions? Give Us A Call!

Idaho Falls Office: (208) 881-5505    Pocatello Office: (208) 233-3633