Investment Management

Investment Management

Valerie Peck is a San Diego, CA, Fee-Only Financial Planner and Investment Manager serving San Diego and surrounding areas.  We invest based on research, diversification, client-specific needs, and controlling costs.

At Peck Financial Advisors, we invest based on research, diversification, client-specific needs, and controlling costs.

  • We believe in investment strategies that hold up in a variety of financial environments
     
  • We don’t chase investment trends
     
  • We believe it is advantageous to own well-diversified and appropriately allocated holdings
     
  • We are mindful of clients’ priorities and unique situations that impact how they are invested
     
  • We think excessive costs in trying to outperform the market can add unnecessary risk and expense for investors

Peck Financial Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Peck Financial Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peck Financial Advisors unless a client service agreement is in place.

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