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: 

  • Fundamental Growth Strategy:  High-quality equity portfolio of well-managed, fast growing companies with strong balance sheets
  • Durable Growth Strategy: Core equity portfolio of established, global brand companies with fortress balance sheets
  • Equity Income Strategy: Dividend-growth equity portfolio of companies with sustainable payout ratios and consistent dividend growth
  • Tactical Income Strategy: Total return equity portfolio of attractively valued companies with high yet sustainable dividend yields

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:

  • Asset allocation
  • Structured portfolio liquidity
  • Cash flow management
  • Tax optimization
  • Risk management
  • Strategic financial planning

Balanced Strategies: Customized, balanced portfolios of quality equities and investment grade bonds, designed to generate moderate growth and predictable income