History
Dedicated to local and global communities, our firm was founded with a commitment to community as our guiding principle. And we’ve been making a difference ever since.
Overview
Peach Finance Services, LLC., which has provided institutional asset management services for nearly two decades, has $56.3 billion USD in assets under management (as of 12/31/2021).
With offices in New York, Georgia, California, and Republic of Korea, our investment teams comprises of 38 investment professionals averaging 20 years of industry experience. While we serve clients primarily in the Midwest, Mid-Atlantic, and Southeast, our national presence stretches from New York to East Asia.
Peach Finance Services, LLC. and Peach Investment & REITs, Inc. are subsidiary of the Peach Financial Service Group, Inc. A mutual fund family covering domestic and international equity, taxable and tax-exempt fixed icome and
money market portfolios. Peach Finance Services, LLC. are distributed by Peach Financial Service Group, Inc., which is not a liated with the advisor and is not a bank.
Peach Finance Services, LLC. provides investment and wealth management, consulting, and REITs investment services for selected private clients over the world. The company provides investment and consulting advice with respect to equity and fixed income securities for a variety of clients, including institutional accounts and registered investment companies.
Headquarter is located at Delaware, U.S.A.
Overview
Peach Finance Services, LLC., which has provided institutional asset management services for nearly two decades, has $56.3 billion USD in assets under management (as of 12/31/2021).
Scale
We have the resources to meet our client’s needs. Our parent company provides continued investments in product development, personnel, and system upgrades. Our scale enables us to provide greater levels of portfolio customization and attract and retain top portfolio management and client service talent, which reduces potential disruptions to our clients and allows
us to build enduring relationships. Our company has a strong culture of risk management. Under the direction of our chief risk officer, an effective risk management framework exists at every level within the organization –investment, operational, regulatory, compliance, and legal.
Flexibility
We believe one size does not meet all and are structured with the capabilities to meet the needs of each client. A distinct leadership team and risk management committees allow us to operate independently and manage decisions at the
dierent level. All of our teams work together and communicate proactively to ensure we deliver on objectives.
Commitment
We aim to deliver our investment styles are carefully managed to ensure they remain pure, follow-proven, and repeatable processes.
Our investment strategies are track records by established teams with experienced members. Our focus on transparency is evidenced by consistent management and reporting. We will always work in the best interest of our clients – focusing on their circumstances, needs, and expectations
