Are your investments on the right path?

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

The Peloton Roadmap

Get organized, set goals, have a plan.

Who Fits: Individuals and families in need of strategic financial guidance, second generation future inheritors of wealth

What to Expect: Prioritized financial goals and a clear strategy for achieving them

Cost: $1,500

Core Growth Strategies

Affordable and professional money management.

Who Fits: Growth-oriented savers, new investors seeking professional management

What to Expect: Professionally managed investment portfolios, geared to grow

Cost: Fees start at 1% annually, discounts at asset tiers

View the latest composite performance report for Peloton Wealth Strategists

Custom Portfolios

Personalized and comprehensive solution for wealth management.

Who Fits: Larger accounts, households nearing or in retirement, investors with specific liquidity needs

What to Expect: Fully customized portfolios structured to match specific needs of each unique client

Cost: Fees start at 1% annually, discounts at asset tiers

Peloton Capital Partners, LLC

Opportunities for private investment partnership interests are available to accredited investors

Affiliated with Peloton Wealth Strategists, Inc.