Columbus, OH Office
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Peerless Wealth
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About
Peerless Wealth serves individuals (including high‑net‑worth clients), families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, qualified plan consulting, and financial consulting. The firm also provides portfolio management to investment‑company clients and acts as a sub‑adviser to an exchange‑traded fund in addition to managing separately managed accounts.
Investment decisions are guided by a strategic asset‑allocation framework and a proprietary portfolio construction methodology, with client portfolios implemented as custom strategies or one of three firm model portfolios. The firm employs a range of analytic approaches (macroeconomic, fundamental, quantitative, qualitative, technical and cyclical), and may use ETFs, ETNs, options strategies and third‑party managers, with margin and options used only with client approval.
As a four‑advisor firm managing roughly $149 million in assets, Peerless Wealth is noteworthy among peers for its sub‑advisory role to an ETF that utilizes buying and selling of options as part of its strategy—an arrangement relatively rare for firms of this size. The firm discloses that it receives sub‑advisory compensation and that some personnel have outside industry or investment activities, and it says it manages those potential conflicts through written policies, trade‑allocation procedures, best‑execution practices and a code of ethics.
Based on Peerless Wealth
Expertise
Based on Peerless Wealth
Location
1 E. Campus View Blvd., Suite 210
Columbus OH 43235
Advisors at this office
2
Advisors at this office
Jake E
Series 66
Columbus, OH
Peerless Wealth
Jake Ethridge is a financial advisor with Peerless Wealth in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Heximer Investment Management, Karageorge Wealth Management, and Peerless ETFs. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing approximately $149 million in assets and acting as a sub-adviser to an exchange-traded fund that uses options strategies.
Erik T
Series 63, Series 65
Columbus, OH
Peerless Wealth
Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.
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