Investment Management
Professionally Managed Portfolios
Private Client Group
Customized Portfolio Solutions
Investment Management
Professionally managed portfolios for individual and institutional accounts of all sizes.*
Managed Portfolios:
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Core Growth Equity: High-quality core equity portfolio of companies with strong fundamentals and attractive valuations, managed for growth.
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Balanced: Customized balanced portfolios of high-quality equities and investment grade bonds, managed for moderate growth and predictable income.
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Tactical ETF Growth: Exchange traded fund (ETF) portfolio focused on core equity, tactical mean reversion and rebalancing strategies, managed for growth and income.
Peloton Capital Partners LLC: Private investment interests available to accredited individual and institutional investors. Relies upon Peloton Capital Management, Inc. as registered advisor.
*Peloton Capital Management claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Report and/or our firm’s list of composite/pooled descriptions please email your request to [email protected]
Private Client Group
Customized, integrated portfolio management for high-net-worth households.
Comprehensive wealth management for each unique client:
- Custom portfolio management
- Asset allocation
- Structured portfolio liquidity
- Cash flow management
- Tax optimization
- Risk management
- Wealth Planning
- Client service and reporting
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