www.hawkpeak.com

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HawkPeak is an independent financial services intermediary keenly focused on wholesale financial services and investment management.

> Over 28 years of industry experience

> Know-how, relationships, and 

> A proven history of success.

Distribution is both art and science and professional networks and relationships remain the most valuable currency in financial services distribution. Intellectual capital and experience is also defining component of HawkPeak’s competitive advantage; the know-how and know-who to navigate firms, products, licensing, registration, platforms, selling agreements, and placement intel.

Alis volat propriis infinitum;

he flies by his own wings to infinity, i.e. without limit.

HawkPeak’s Motto; Artes, Scientia, and Veritas

(Art, Knowledge, and Truth).

TEAM

Ralph Allen (Founder)

Bill Dorough

Dan Ray

Jill Dorough

Patrick Bain

​Julie Genson

Laurie Allen

​Paige Allen

SERVICES

Wholesale Distribution

Sales & Marketing Expertise

Capital/Asset Acquisition Strategy/Execution

Strategic Planning

Product Design

Marketing Strategy

Venture Investing

​Asset Retention

INVESTMENT MANAGERS MENU

Adrian Day Asset Management - Managed Account primarily focused on Gold and Precious Metals investing.

Catalyst Funds & Managed Accounts - Unique and differentiated top performing mutual funds (MF) and separate accounts (SMA); event-driven Insider buying Funds, hedged strategies, and long-only equity and fixed income; liquid alts/liquid alternatives.

> Event-Driven; Insider Buying Fund (INSAX), Small Cap Insider Buying Fund (CTVAX), Hedged Insider (STVAX), Long/Short Insider Buying Fund (CIAAX)

> Hedged; Hedged Insider, Hedged Futures Fund (HFXAX)

> Long/Short; Long/Short Insider Buying Fund (CIAAX)

> Long Only; Insider Buying Fund (INSAX), Small Cap Insider Buying Fund (CTVAX), MAP Global Capital Appreciation (CAXAX), MAP Global Balanced/Total Return (TRXAX), Dynamic Alpha (CPEAX)

> Tactical; Lyons Tactical Fund (CLTAX)

EPAM/Euro Pacific Funds & Managed Accounts - primarily non-dollar denominated long only equity portfolios; Asian Small Company Fund (EPASX), China Fund (EPHCX), Latin America Fund (EPLAX), International Value Fund (EPIVX), International Dividend Income (EPDIX), Gold Fund et al.

MAP/Managed Asset Portfolios - Mutual Funds and Managed Accounts, PSN (Plan Sponsor Network) Top Gun Award Winner for Managed Accounts 10, 11, and 12 years.

Preferred Apartment Communities (“PAC”) - Series A Redeemable Preferred Stock & Warrants $900 million offering for a non-traded stable value preferred stock, yielding 6% at public offering price (POP), preferential to the Preferred Apartment Communities common stock, and the common stock is traded on the NYSE under the symbol (“APTS”).

USA Mutuals/The Barrier Fund (VICEX) – mutual fund and managed account focused around companies that maintain high barriers to entry, moats around their businesses, and strong demonstrated brands and free cash flow from operations “Cash Kings”. Quadrant approach to equity investing; alcohol, gaming/casinos, defense spending, and tobacco.

Investment Advisory Services offered through Monticello Investment Services Inc. (MISI) an SEC RIA. Securities offered through MidAmerica Financial Services, Inc. (MFSI) Member FINRA & SIPC, MISI & MFSI are affiliated. MISI & MFSI are not affiliated with HawkPeak.

Copyright © 2013 | HawkPeak®