Around the Peak.

Key takeaways from the conference include clarifications on the SEC Marketing rule, Private Fund Adviser Quarterly Statement Rule, and upcoming guidance for implementing the GIPS standards for…

Discover the essential risk statistics you need to include in your financial factsheet and how investors will make decisions using them.

Today, September 3, 2023, marks Longs Peak’s 8th anniversary, and I couldn’t be more grateful for the incredible journey we’ve had over the last 8 years. As we celebrate this milestone, I’d like to reflect on what this date means to me each year, both personally and professionally, and how I’ve embraced it to live […]

Elevate Your Marketing with GIPS® Compliance - Let Longs Peak help you Stand out in the competitive financial landscape.

Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…

Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…

Co-Founder, Jocelyn Gilligan has been named a GenXYZ Top Young Professional by ColoradoBiz Magazine.

Reviewing your GIPS policies each year is a best practice. This year, the review is especially important because...

Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…