Stephen Carr

Partner & Portfolio Manager at Peloton Wealth Strategists - Indianapolis city, IN, US

Stephen Carr'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

David Morrison

Partner, Institutional and Private Client Advisor

Contact David Morrison

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Stephen Carr's Contact Details
HQ
317-559-1700
Location
Greater Indianapolis
Company
Peloton Wealth Strategists
Stephen Carr'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
Details about Peloton Wealth Strategists
Frequently Asked Questions about Stephen Carr
Stephen Carr currently works for Peloton Wealth Strategists.
Stephen Carr's role at Peloton Wealth Strategists is Partner & Portfolio Manager.
Stephen Carr's email address is ***@pelotonwealth.com. To view Stephen Carr's full email address, please signup to ConnectPlex.
Stephen Carr works in the Investment Bank/Securities Brokerage industry.
Stephen Carr's colleagues at Peloton Wealth Strategists are Julia Mather, Charles Bobbish, Matt Bradley, Marla Mast, David Morrison, Debra Dobson and others.
Stephen Carr's phone number is 317-559-1700
See more information about Stephen Carr