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