Peloton Wealth Strategists Publishes White Paper on Investment Management Diversification Practices

Nov. 15, 2010 - PRLog -- Peloton Wealth Strategists, one of the most respected Indianapolis asset management, financial planning, investment management and wealth management firms, today released a new white paper exposing the pitfalls of overly complex and expensive investment and portfolio diversification strategies. Peloton’s team is comprised of Indianapolis-based asset managers, financial advisors, wealth managers and investment advisors.

Peloton’s newest white paper describes the basic process of financial diversification by looking at fundamental characteristics of various types of investments. It also explores how the practice of investment portfolio diversification has been made unnecessarily complex and expensive. Finally, the paper concludes with recommendations for how investment diversification can be practiced in an effective manner.

The full white paper is available on Peloton’s website at http://pelotonwealth.com/further-insights/white-papers.

“Portfolio diversification by some asset managers, financial advisors and wealth managers has become a sort of ‘Wizard of Oz’ scenario, where myriad products and layers of management distract clients from the hefty fees associated with over-diversification,” said Matthew Bradley, chief investment officer for Indianapolis-based Peloton Wealth Strategists. “At Peloton, we pride ourselves on independence, ethics and fundamental analysis, forming a unique investment strategy for each of our clients, with varying levels of financial diversification. The goal of our newest white paper is to educate the market on this often over-complicated strategy and better explain how diversification can be achieved cost-effectively.”

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About Peloton Wealth Strategists
Peloton Wealth Strategists is an independent, fee-only wealth manager and Registered Investment Advisor with a rich tradition of highly individualized investment plans and personal service. The Indianapolis-based company specializes in asset management, wealth management, investment management and retirement planning. Peloton serves clients throughout the United States and internationally with minimum investment assets of $1.0 million. Originally founded in Bloomington as Elliot and Associates in 1984, Peloton developed a process-oriented approach that balances the art and science of portfolio management. The company is not affiliated with a brokerage, insurance company or other securities firm, and its fully integrated approach to investment management provides the right structure for every client. Peloton’s management team includes Matthew Bradley, Kenneth Kaczmarek and Stephen Carr. For more information, visit pelotonwealth.com.