Our firm is dedicated to providing institutional fund sponsors and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed under the laws of the State of Nevada in 2016 and has been in business as an investment adviser since that time. Our firm is registered with and regulated by the Securities and Exchange Commission. Our firm is wholly owned by the Bonafede Family Trust. As a fiduciary it is our duty to always act in the client’s best interest. This is accomplished in part by knowing the client. Our firm has established a service-oriented advisory practice with open lines of communication. Working with clients to understand their investment objectives while educating them about our process facilitates the kind of working relationship we value. Types of Advisory Services Offered Investment Consulting: Our firm provides Investment consulting services to fund sponsors on an ongoing basis. Generally, such consulting services consist of assisting fund sponsors in establishing, monitoring and reviewing their organization’s investment objectives. As the needs of the fund sponsor dictate, areas of advising could include: asset allocation research, investment manager review and performance analysis. Investment Consulting services typically include:
• Investment Policy Statement Review – Our firm will assist in the review of a statement that summarizes the investment goals and objectives along with the broad strategies to be employed to meet the objectives.
• Investment Manager Review – Our firm will work with the Fund Sponsor to evaluate existing investment strategies

and make recommendations for appropriate changes.
• Asset Allocation and Portfolio Construction – Our firm will review strategic asset allocation to aid the Fund Sponsor in developing strategies to meet their investment objectives, time horizon, financial situation and tolerance for risk.
• Performance Review – Our firm will review the performance of the investments and provide analysis. All investment consulting services shall be in compliance with the applicable state laws regulating investment consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and our firm accepts appointment to provide services to such accounts, our firm acknowledges its fiduciary standard within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Investment Consulting Agreement with respect to the provision of services described therein. Tailoring of Advisory Services Our firm offers individualized advice to our Investment Consulting clients. ADV Part 2A – Firm Brochure Page 5 Jobs Peak Advisors, LLC Participation in Wrap Fee Programs Our firm does not offer or sponsor a wrap fee program. Regulatory Assets Under Advisement Our firm is registered with the Securities and Exchange Commission (“SEC”) as a pension consultant that qualifies for the exemption in Rule 203A-2(a). As such, our firm provides investment consulting services with respect to assets of fund sponsors with an aggregate value of $60,379,478,216 as of December 31, 2023.