Personal integrity and a depth of wealth management experience.
Built on our heritage of integrity, transparency, accessibility and results, Peddock Capital Advisors delivers investment management and comprehensive wealth planning services to high-net-worth individuals, business owners, executives and wealthy families.
Fiduciary Standard of Care
As an independent investment advisor, we follow a fiduciary standard of care which is to always act in our client's best interest.
Research-driven Investment Management
We construct personalized portfolios based on each client's goals and objectives leveraging our institutional-caliber investment management process.
Customized holistic wealth planning is delivered specifically for you, focusing on your unique objectives and goals.
Family Office and Consulting Services
Attention to all wealth management details are handled through our family office and consulting services. Trustworthy and dependable professionals deliver personalized services tailored to meet your family's needs.
Our multi-generational team of experienced advisors is supported by our seasoned Advisory Board. These known and trusted thought leaders act as a strategic sounding board and provide insights on wealth management trends.
Custody, Clearing and Reporting
All client assets are generally recommended to be held by our third-party custodian Fidelity Investments.