Louisville’s Peak Asset Management acquires New West Investment Management

LOUISVILLE — Peak Asset Management LLC, a Louisville investment advisory firm with more than $1 billion in assets under management, has acquired New West Investment Management Inc.

“New West has built trusted, enduring relationships grounded in integrity and thoughtful guidance; values that align directly with Peak’s mission,” Peak managing partner Tara Hefty said in a prepared statement. “By bringing our teams together, we enhance the expertise and planning capabilities available to clients while preserving the personalized attention they rely on.”

Terms of the deal were not disclosed.

“Clients of both firms will continue working with their existing advisors, and all relationships will remain uninterrupted throughout the transition,” Peak said in a news release. “The combined team will give clients access to broader financial, tax and estate planning tools, expanded investment research, and a deeper bench of advisors committed to long-term partnership.”

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