Around the Peak.

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Sean & Jocelyn Gilligan La Plata Peak Summit
Longs Peak News

Live Your Best Life: A Note from Sean

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 […]
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Marketing with GIPS
Factsheet & Pitchbooks GIPS Compliance

GIPS Compliance in Marketing Materials: Demonstrating Your Competitive Advantage

Elevate Your Marketing with GIPS® Compliance - Let Longs Peak help you Stand out in the competitive financial landscape.
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PMAR 2023
GIPS Compliance Investment Performance

Key Takeaways from the 2023 PMAR Conference

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

What is Max Drawdown & Calmar Ratio? 

Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…
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Sean & Jocelyn Gilligan Longs Peak
Longs Peak News

ColoradoBiz Names Longs Peak’s Jocelyn Gilligan, CFA, CIPM as a GenZYZ Top Young Professional

Co-Founder, Jocelyn Gilligan has been named a GenXYZ Top Young Professional by ColoradoBiz Magazine.
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GIPS Standards Compliance 2023
GIPS Compliance

GIPS Compliance Actions for the New Year 2023

Reviewing your GIPS policies each year is a best practice. This year, the review is especially important because...
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GIPS Conference 2022
GIPS Compliance

Key Takeaways from the 2022 GIPS® Standards Conference

Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…
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fund factsheets
Factsheet & Pitchbooks Investment Performance

How to Make a Fund Factsheet

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…
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Large vs Significant Cash Flows
GIPS Compliance

Large vs Significant Cash Flows – What’s the difference?

Wondering what the difference is between “large” and “significant” cash flows for GIPS purposes? The main difference is…
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