Are your investments on the right path?

At Peloton, we’re uniquely positioned to advise you throughout all stages of your financial lifecycle.

Investment Management

Professionally managed investment portfolios for individuals, households, and institutional investors.

Fundamental Growth Strategy: Designed to provide long-term capital appreciation primarily through a diversified portfolio of high-growth U.S. equity securities. 

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.

Tactical ETF Strategies: Designed to provide long-term capital appreciation primarily through a diversified portfolio of exchange traded funds.

 

Private Client Group

Wealth management strategies serving high-net-worth individuals and families.

Custom Managed Strategies: Fully customized, integrated investment management strategies uniquely managed for tax efficiency and structured to meet specific liquidity and capital appreciation needs.

Balanced 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.

Strategic Financial Planning: Designed to provide comprehensive financial planning for individuals and families, including cash flow analysis, retirement planning, risk management, charitable gift planning, tax planning, and estate planning.

Peloton Capital Partners, LLC

Opportunities for private investment partnership interests are available to institutional and accredited investors.

Affiliated with Peloton Capital Management, Inc.