Founded On the Principles of Bloomington’s Jim Elliott and Associates
Peloton Wealth Strategists has a rich tradition of highly individualized plans and personal service. When founded in 1984 as Elliott & Associates, the firm’s vision was provided by Jim Elliott’s clear and unwavering principles. Independence, ethics, and fundamental securities analysis remain at the heart of everything we do. Throughout our 25 years in business, we have developed a process-oriented approach that balances the art and science of portfolio management. From our early roots as self-proclaimed “stock pickers,” Peloton now provides comprehensive strategy and portfolio solutions for our clients. Over the years we have embraced technology and sought innovative ways to enhance our service offering. All the while, we have maintained our commitments to clients, ethics and independence. And we still base every investment decision on rigorous fundamental analysis.