COVID-19 Preparedness
March 18, 2020

As the COVID-19 situation continues to evolve, we at PEAK understand our responsibility to our advisors and their clients, as well as to our employees, vendors, and partners. In this rapidly developing situation, we want to assure you that we are staying informed, taking preventive measures and preparing for potential impacts.

We are taking the following steps to ensure we can react quickly and appropriately based on what experts are advising and what makes the best sense for our organization.


  • We are monitoring the situation continuously, paying attention to local areas of impact
  • We have a Business Continuity Plan and exercise the plan throughout the year¬†including capabilities that allow PEAK employees to work remotely.
  • We are regularly communicating hygiene best practices with all employees and sharing appropriate updates
  • We remain in communication with our advisors, vendors and business affiliates

When a business disruption occurs, we have a proven Business Continuity Plan and we will be updating all our business groups of any notable developments.

We are here to help our business partners, advisors, and their clients experience as little impact as we possibly can while we support the health and safety of our PEAK family.