Peloton Approach
The mission is to create and maintain wealth for our clients through long-term effective asset management.
peloton/ˈpɛlətɒn/ The main field or group of cyclists in a race. source
I see many similarities between a peloton, investment portfolios, and financial planning.
Working together, riders can conserve up to 40 percent of energy by drafting within the group. There are many different skill sets, tactics, and objectives within the peloton. This group of riders will constantly be working together and making adjustments to such things as terrain changes, weather, and strategies. Working collaboratively proves to be the most efficient way to achieve objectives.
We build client relationships based on trust, competent professional advice, clear communication, and exceptional personal service. We will assist our clients in setting goals, monitoring these goals, and keeping them informed of the process and pursuit of these goals.
Our success is based on our avid commitment to research. It is a great responsibility to acknowledge and protect the wealth that clients have worked hard to accumulate over years or generations.
To collaboratively work with individuals, families, businesses, and charities on defining and meeting a wide range of financial objectives. The aim is to forge strong, long-term partnerships with clients, managing money as if it were our own.
