Personalized Service Tailored to Meet Your Needs

Our trustworthy and dependable professionals deliver personalized service tailored to meet you, your family or your business’s 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.

Investment & Asset Management

We take a personalized, research-based approach to managing your investments and assets. Our process starts with you – your goals, objectives, risk tolerance, and vision for the future. We are aligned with Zacks Advisor Tools to access institutional investment research for sophisticated portfolio construction and management. We continuously monitor your portfolio and opt to take advantage of economic opportunities, with the goal of consistently outperforming the S&P 500 through varied market cycles, while also protecting your assets.

Financial Planning

Retirement | Education/College Funding | Taxes
Insurance & Risk Management | Estate Reviews

We take an integrated approach to managing your assets and investments. Our financial planning addresses both short and long-term goals and objectives. As needs change or opportunities arise, we can provide experienced insights about your options and help you make informed decisions.

Family Office Services

We work with families to coordinate a multitude of goals and objectives across the generations. This spans a range of services, including but not limited to, coordination of bill and tax payments, facilitating education funding, serving as trustee for estate planning needs, and coordinating family meetings.

Financial Consulting Services

We consult on a wide variety of specialized topics including Buying/Selling a Business, Real Estate Transactions, Estate Settlements, Family Legacy Planning. We can tailor our services based on your needs.

Charitable Giving & Donor Advised Funds

By working with your accountant and estate attorney, we can facilitate your charitable giving goals, for today or for the future.