What We Do How It Works About Meet Brian Get In Touch
White Peak Investments

Institutional advantages for the everyday investor.

Access to investments beyond stocks and bonds, chosen to manage risk and grow your wealth with intention.

Start a Conversation
Brian Crane Founder & Investment Advisor

Everything you need to know in 30 seconds

White Peak At A Glance

Differentiated Access

Investors seeking non-standard opportunities gain access to a variety of diversified investments across a range of asset classes.

  • Private equity
  • Venture capital
  • Private real estate
  • Hedged strategies
  • Tax strategies
  • And others…

Potential Portfolio Benefits

Clients cite three goals most often when pursuing intentional diversification:

Enhanced Diversification

Exposure designed to complement your portfolio, not mirror the public markets.

Lower Volatility

Strategies selected with the goal of tempering the market's swings.

Income Generation

Opportunities aimed at putting capital to work producing income.

Commit Only a Portion

No need for a full portfolio commitment. In fact, we enjoy starting with a portion and building trust from there.

Simple · Scalable · Relationship‑Based

  • No multi-meeting financial planning
  • No complicated proposals
  • A straightforward engagement
Start a Conversation

A Different Kind of Portfolio

You probably think
you're diversified.

Wanting to break away from the traditional portfolio?

Current Landscape

Seeking less traditional exposure?

Most portfolios are built from the same public stocks and bonds. It may be a reasonable default, and for many people it works. The catch is that those holdings often move together, so a portfolio can be less diversified than it appears.

Expanded Perspective

And wanting more options?

White Peak Investments may open access to areas many investors never knew were available:

  • Private equity
  • Hedged strategies
  • Private real estate
  • Venture capital
  • Tax strategies

The Problem

"I was looking for an advisor to help grow my wealth, but they keep asking questions I don't relate to."

"I want to invest in areas beyond the stock market, but I don't know where to start."

"I find advisors too eager to be involved in every part of my financial life. I'm not ready to go all in. I'm looking for something specific."

Our Approach

An investment specialist.
Not an overview generalist.

The traditional financial planning model works hard to be your everything: estate planning, tax strategy, insurance, retirement, and investments all bundled together. That's not wrong. But it often means investing gets treated as one item on a long checklist rather than the focused discipline it deserves.

White Peak Investments exists for people who already have competent professionals handling the other pieces, or who simply want to start with one focused relationship before deciding how much to commit. You shouldn't have to hand over your entire financial life to test whether someone is worth trusting.

The Process

You don't have to go all in.
Start focused. Scale from there.

Start with a slice.

Most relationships begin with a single, focused part of your portfolio rather than the whole thing. You decide how much, you keep full visibility into what we do and why, and the rest of your wealth stays exactly where it is until you're ready to revisit it.

I

Start a Conversation

Tell us where you are and what you're hoping to accomplish. There's no pitch and no pressure. Just an honest conversation about whether we're the right fit for a specific part of your portfolio.

II

Define Your Objectives

Our conversation leads to your objectives and goals, and to the solutions that may make sense for you.

III

Build on Results

We earn your trust the only way it should be earned: through performance, transparency, and consistent communication. The relationship grows at whatever pace makes sense for you.

About Brian Crane

A partner, not a salesman.

The best way to understand how Brian works is to hear how he answers the questions clients actually ask. So here's the short version, in his words.

Brian Crane
Brian Crane Founder & Investment Advisor
What's your professional background?
Brian CraneI spent the first part of my career in credit, not investments. As a credit officer, my job was to understand risk, underwrite capital decisions, and figure out what a deal actually looked like below the surface. That lens stayed with me. I have an accounting education and 7 years in advising, but I still approach every opportunity the way an underwriter would: what's real, what's priced in, and what are we actually buying?
Who do you work best with?
Brian CraneTypically people who have done well professionally or in business and now want to put their capital to work in a more intentional way. They're not looking to gamble. They're looking for access to strategies they haven't had before, and someone who can clearly explain what they're getting into and why.
What do you love about what you do?
Brian CraneHonestly, the moment when someone sees for the first time what's actually available to them. I've had clients come in thinking their only options were index funds and real estate. When I show them what else is out there, the conversation completely changes. That moment never gets old.
What does working with you actually look like?
Brian CranePretty simple, honestly. We meet. I listen more than I talk. If I think I can help, I'll tell you what I'd do and why. We start with something specific, something you can track and evaluate. I check in, and we adjust as your goals or the markets change, not because the original plan was wrong. The goal isn't a quick win; it's that when you review your investments down the road, you feel more secure about where your money is headed and confident in the decisions we made together.
Investment Strategy Wealth Advisory Credit & Capital Analysis Accounting Education
More about Brian →

Get In Touch

Let's start with a short introduction.

No commitment. No pressure. Tell us a little about yourself and what you're hoping to accomplish. Brian and our team will review your details and reach out promptly, typically within one business day.

Once you submit, Brian will personally reach out at the time that works best for you.

All communications are private and secure. White Peak Investments does not share your information with third parties.

Contact
Your Goals
Step 1 of 2
Step 2 of 2
✓

You're on Brian's radar.

Your details have been received. Brian will personally reach out at the time you selected.