The Roundup -

Stockman Asset Management Acquires Peak Investment Management

 


Stockman Asset Management (SAM), an independent Registered Investment Advisor (RIA) and leading provider of integrated wealth management solutions based in Billings has acquired Peak Investment Management, Ltd. (Peak). Peak is also an RIA firm based in Missoula. The two firms, with the combination of their “client-first” philosophies, investment products, wealth management services, tenured portfolio managers and back-office operations, now offer their services on a larger scale with convenient locations in Helena, Missoula, Conrad and Billings.

Peak was founded by Attorneys Liability Protection Society (ALPS) in 1998 and manages investment portfolios for institutions and private clients. The professionals from Peak, David Rehbein, Jessica Neuman and Hannah Santa Cruz, have joined the SAM team. They will remain in their current location until the new Stockman Bank building opens in December 2017. “We are excited to become a part of Stockman,” said Rehbein. “This will allow us to increase the breadth and depth of our services, particularly in the financial and estate planning areas. Our commitment to outstanding client service is something that will not change.” “Our firms are very similar” stated Ron O’Donnell, CEO of Stockman Asset Management. “Peak and SAM both have solid histories of providing long-term portfolio management with top-notch client service. Combining two great Montana-based investment firms, with an overall asset total of nearly 3 billion, brings greater benefits to our clients and broader coverage across the state. We look forward to using our collective strength to enhance wealth management services for current and future clients. David, Jessica and Hannah are successful professionals and we value what they have accomplished with Peak. We are excited to have them as part of our team.”

Stockman Bank Missoula Market President, Bob Burns, adds “We are delighted our bank clients have convenient access to the full array of financial planning services offered through Stockman Asset Management. SAM investment advisors deliver in-depth guidance designed to both preserve wealth and maximize earning potential. We work closely with our SAM colleagues to deepen relationships with personal and commercial banking clients as well as non-profit organizations.”

SAM is a wholly owned subsidiary of Stockman Financial Corp. and was founded in 2002. SAM provides wealth management solutions including financial planning and portfolio management with an emphasis on preservation of capital and risk management. SAM is headquartered at Stockman Bank Billings located at 402 North Broadway. For more information about SAM, call 406-655-3960 or visit http://www.stockmanbank.com.

 

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