Peloton Wealth Strategists

Description

• Peloton Wealth Strategists is an independent, fee-only wealth manager and Registered Investment Advisor with a rich tradition of highly individualized investment plans and personal service. We provide clients with comprehensive investment management, plus financial and retirement planning.In bike racing, a peloton is a group of cyclists riding in a tight formation to draft from each other and with riders taking turns at the front of the group where the wind resistance is greatest. The peloton is fluid, dynamic, and beautiful in action, but requires a tremendous amount of coordination, communication, and trust. Much like the peloton, client portfolios are skillful combinations of individual securities that work together as a focused unit. The result is a powerful, efficient, integrated solution one that moves our global clientele toward their goals.Founded in 1984, Peloton has honed a disciplined, process-oriented approach which delivers our clients personalized managed portfolios.Investment decisions are based on fundamental research and decades of experience. Peloton believes the right way to manage money is as a professional service, not with one-size-fits-all financial products. Our philosophy leads to a unique management approach that provides a balanced and customized structure matched with each phase of clients financial lives.For more information, visit pelotonwealth.com
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  Headquarters:8500 Keystone Crossing Boulevard Suite 450, Indianapolis, Indiana, United States

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  Phone Number: +1 317-559-1700

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  Website: https://www.pelotonwealth.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Peloton Wealth Strategists

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• |  NAICS Code: 523930  |

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