Investing your hard-earned money is serious business. Skillful portfolio management is a full-time job requiring knowledge, experience, and discipline. Our team of veteran investment professionals offers proven investment solutions through Peloton Investment Management and Peloton Private Client Group. Investment Management: Expertly managed portfolios for individuals and institutional accounts of all sizes. Private Client Group: Comprehensive wealth management including strategic financial planning and integrated, custom portfolio management for high-net-worth households. How we manage money: In bike racing, the peloton is the main group of cyclists riding in tight formation, conserving energy taking turns “drafting” behind each other. This allows the group to ride much faster than any lone cyclist. Pelotons are fluid, dynamic, and beautiful in action but require a tremendous amount of skill, coordination and trust. We manage money by combining securities that work together as a structured portfolio, much like the peloton. The result is an efficient and dynamic investment solution – one that powers clients toward their goals. For more information, visit pelotonwealth.com
