Peloton Wealth Strategists

Investment Bank/Securities Brokerage - Indianapolis city, IN, US

Peloton Wealth Strategists Employees
Julia Mather

Operations Manager / Investor Relations Specialist

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Matt Bradley

Managing Partner, Chief Investment Officer

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Marla Mast

Operations Manager

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Stephen Carr

Partner & Portfolio Manager

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David Morrison

Partner, Institutional and Private Client Advisor

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Peloton Wealth Strategists Senior Management
Ken Kaczmarek

Principal, Managing Director, Chief Economic Officer

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Peloton Wealth Strategists Details

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

Peloton Wealth Strategists logo, Peloton Wealth Strategists contact details
Employees: 10 - 19
HQ: 317-559-1700
Location: Indianapolis city, IN, US
Revenue: 1 - 2.5 Million
Customized portfolio management Integrated investment strategy Risk management Portfolio cash flow modeling Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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