Charles Bobbish

partner at Peloton Wealth Strategists - Indianapolis city, IN, US

Charles Bobbish's Colleagues at Peloton Wealth Strategists
Julia Mather

Operations Manager / Investor Relations Specialist

Contact Julia Mather

Matt Bradley

Managing Partner, Chief Investment Officer

Contact Matt Bradley

Marla Mast

Operations Manager

Contact Marla Mast

Stephen Carr

Partner & Portfolio Manager

Contact Stephen Carr

David Morrison

Partner, Institutional and Private Client Advisor

Contact David Morrison

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Charles Bobbish's Contact Details
HQ
317-559-1700
Location
Company
Peloton Wealth Strategists
Charles Bobbish's Company Details
Peloton Wealth Strategists logo, Peloton Wealth Strategists contact details

Peloton Wealth Strategists

Indianapolis city, IN, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

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

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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Frequently Asked Questions about Charles Bobbish
Charles Bobbish currently works for Peloton Capital Management.
Charles Bobbish's role at Peloton Capital Management is partner.
Charles Bobbish's email address is ***@pelotoncapitalmanagement.com. To view Charles Bobbish's full email address, please signup to ConnectPlex.
Charles Bobbish works in the Investment Management industry.
Charles Bobbish's colleagues at Peloton Wealth Strategists are Julia Mather, Matt Bradley, Marla Mast, Stephen Carr, David Morrison, Debra Dobson and others.
Charles Bobbish's phone number is ["+15712621201"]
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