We are excited to announce Peloton Wealth Strategists, Inc.™ will be doing business as Peloton Capital Management®.
What does this mean for Peloton clients and why move forward as Peloton Capital Management? Most importantly, this is a positive milestone for Peloton’s valued clients, friends and family. As we continue to grow together, we are allocating significant resources to our Investment Management and Private Client Group services.
Peloton Capital Management provides two complementary lines of businesses, Peloton Investment Management and Peloton Private Client Group. We have developed dedicated Investment Management portfolios and comprehensive Wealth Management strategies to meet the needs of individuals, households and institutional investors.
1. Peloton Investment Management
Dedicated investment management portfolios for individuals, households and institutional investors.
Peloton Fundamental Growth Strategy – Designed to provide long-term capital appreciation primarily through a diversified portfolio of high-growth U.S. equity securities. Minimum account size: $250,000+
Peloton Equity Income Strategy – Designed to provide long-term capital appreciation and current income primarily through a diversified portfolio of dividend-paying U.S. equity securities. Minimum account size: $100,000+
Peloton Tactical ETF Strategies – Designed to provide long-term capital appreciation primarily through exchange traded funds. Minimum account size: no minimum
2. Peloton Private Client Group
Dedicated Wealth Management strategies serving high-net-worth individuals & families. Minimum account size: $500,000 – 1,000,000+
Peloton Balanced Moderate & Balanced Conservative Strategies – Designed to provide long-term capital appreciation and conservation of principal primarily through a diversified portfolio of U.S. equity and fixed income securities. Minimum account size: $500,000+
Peloton Custom Managed Strategies – Fully customized, integrated investment management strategies, uniquely managed for tax efficiency and structured to meet specific capital appreciation and liquidity needs. Minimum account size: $1,000,000+
Additionally, we believe it is important to highlight that since 1984, Peloton has operated continuously as a Registered Investment Advisor (RIA). As such, we are registered with the Securities and Exchange Commission (SEC) and are proud to be held to the Fiduciary Standard, a fundamental obligation to always act in our clients’ best interest. We are only compensated by fees, not commissions, for providing financial advice and investment management. Peloton’s fee schedule is fully transparent:
Assets Under Management (AUM) Annual Rate (%)
Up to $500,000 1.00
Next $500,000 0.90
Next $1,500,000 0.75
Next $2,500,000 0.65
Over $5,000,000 0.55
Not-for-profit entities receive a discount of 15 basis points in each tier.
We hope you share our enthusiasm about serving investors as Peloton Capital Management. We look forward to continuing this discussion with you and how these additional resources could benefit your financial goals. Thank you for your partnership and business!