Peddock Capital Advisors
We are a registered investment advisory firm that provides investment and wealth management along with financial planning to a wide variety of high-net worth clients including families, business owners, young professionals, individuals and more.
We understand that serving you, your family or your business requires being attentive and responsive to your financial needs. You can expect a customized one-on-one experience and a high level of commitment from everyone on our team. We are committed to operating with transparency and being accessible to you – from our first meeting and throughout our partnership.
Custom Built Wealth Strategies and Asset Management Since 2008
A DEPTH OF WEALTH MANAGEMENT EXPERIENCE
With over 100 years of combined financial and wealth management experience, our team members come from a variety of backgrounds and educations. That’s why together, we are able to offer a well-rounded and personalized approach to managing your finances.
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As an independent investment advisor, comprised of CERTIFIED FINANCIAL PLANNERS™ and Chartered Financial Analysts, we follow and uphold a fiduciary standard of care which is to always act in our clients best interest and to put those interests first.
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Peddock Capital’s investment process merges top-down macroeconomic and capital market expectations with bottom-up sector and individual security analysis augmented by a wide range of third-party research and resources. In addition, we leverage tax considerations and future cash flow expectations to construct portfolios that utilize individual bond or bond fund allocations tailored to each respective portfolio and/or client.
As a result, our personalized portfolios are intended to provide compelling risk-adjusted returns while directly addressing each unique client’s goals, objectives, risk profiles, and tax situations.
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Our experienced team spans generations, educational disciplines and backgrounds. Working together on clients’ financial matters allows for each team member’s area of expertise to be put to its best use for each individual client.
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We understand the importance of working closely with your other trusted professional advisors to obtain the best and most complete results for your entire financial situation.
PERSONALIZED SERVICE TAILORED TO MEET YOUR NEEDS
Our trustworthy and dependable professionals deliver personalized service tailored to meet your or your business’ needs. In addition to investment management, Peddock Capital offers a variety of services that, while related to our client’s financial matters, go well beyond the traditional scope of investment advisory services.
Life’s OpportunitIes
Life can present financial opportunities and challenges at times or in places you may not expect —selling your business, getting married, changing careers, losing a loved one — the list goes on. It’s not always clear how to proceed when these challenges and opportunities present themselves. We can help you evaluate how to choose the best path for yourself, your business, or your family for future success.
What We Do
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About Us
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News & Updates
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