Since our inception, Spanish Peaks has been totally focused on building a strategic, quality financial practice. We achieve this by being in direct and unequivocal opposition to other brokerage firms and their typical investment styles. The key to our market research in the real world is the discovery of patterns in the decision making of clients and competitors. We have discovered these patterns, and have substantially improved the odds of succeeding in the investment market.
-Our promise is our advisors will not have sales goals, and our clients will receive complete transparency, with the lowest fees in the industry.
Walker Bagby is originally from Bloomfield Hills, MI. where he attended Cranbrook school. Walker graduated from Kenyon College in Gambier OH., with a BA in Psychology. Walker was a Chicago Board of Trade member from 1982-2004. After his career at the CBOT he became an investment advisor at Merrill Lynch in Detroit/Grosse Pointe MI., where he lived until 2016. Walker is now a Managing Partner with Spanish Peaks Capital Mgmt., and lives in Big Sky, MT., with his wife, son and daughter.
Dan Phelps is originally from Grosse Pointe, MI. and attended Northwood University where he earned his MBA. Dan started his career at Merrill Lynch Detroit, and transitioned to the bank channel where he worked at 5/3 Securities in Cincinnati OH. Dan is now a Managing Partner with Spanish Peaks, and lives in Lincoln Park – Chicago, with his wife.
-To have your portfolio managed by independent professionals call now
-Spanish Peaks provides access to stocks, options, exchange traded funds, REITs, corporate and municipal bonds, through our broker/dealer, www.interactivebrokers.com All funds are held through our secure third party custodian Interactive Brokers LLC. Member NYSE-FINRA-SIPC