Overview
Peloton Capital Management provides fully discretionary capital management services.
Pelotonwasincorporatedin1984asElliott&Associatesandhasoperatedcontinuouslyas
aRegisteredInvestmentAdvisorsinceitsfounding.
Pelotonoperateswithtwodistinctbutrelatedbusinesssegments:InvestmentManagement
and Private Client Group. The managed strategies provided to Investment Management
clients may be utilized separately or in conjunction with other strategies within Private
ClientGroupportfolios.Peloton’sprimaryInvestmentStrategiesareSmall-CapGrowth,Mid-
CapGrowth,Large-CapGrowth,andEquity-Income.SomeInvestmentManagementstrategies
utilize exchange-traded funds (ETFs) and predictive-momentum factor-based trading.
Smaller accounts are generally best suited for Peloton’s managed strategies. Small-Cap
GrowthandMid-CapGrowthareresearch-basedportfoliosofequitysecuritiesfocusedon
long-termcapitalappreciation.Large-CapGrowthfocusesoncompanieswithverystrong
balancesheets,valuableglobalbrandsanddominantmarketpositions.Equity-Incomeseeks
togeneratecapitalappreciationaswellascurrentincomefromdividends.Theoverallyield
onEquity-IncomeportfoliosexceedsthatoftheS&P500.Eachmanagedstrategylimitsthe
numberofsecuritiesto18-25positionsineachportfolio.Anyofthesestrategiesmaybe
suitableforaccountslargerthan$100,000focusedonequityexposureonly.Inadditionto
thesestrategies,PelotonalsomanagesaccountsonafullycustomizedbasiswithinPrivate
Client
Group. Custom-managed accounts may consist of individual stocks, bonds, and/or
ETFs.ThecompositionofeachPrivateClientGroupportfolioisbasedontheobjectives,risk
tolerance, liquidity needs, and tax situation of each unique client. Custom-managed
portfoliosarebestsuitedforlargeraccounts,clientsforwhomPelotonmanagesmostorall
of their investment accounts, and individuals/households nearing or in retirement who
supplementincomewithcashflowfrominvestments.
Peloton is owned and operated by Matthew K. Bradley, President and Managing Partner,
StephenP.Carr,TreasurerandPartner,andDavidW.Morrison,SecretaryandPartner.
Pelotonisafee-onlyRIA.Feesfordiscretionarymanagementservicesareassessedbasedon
thevalueofassetsundermanagement(AUM).Inadditiontoformallymanagedaccounts,
consideredAUM,Pelotonalsoprovidesadvicetoclientsregarding"unmanaged"assets,for
whichnoadditionalfeesarecharged.Pelotonalsoprovidesfinancialplanningadviceviaour
Roadmapserviceofferingforaflatfee.