Pete Walton
CEO, Portfolio Architect
About Pete
Pete cares deeply about helping people, he loves mathematical puzzles and enjoys competition. In combination, these three attributes fuel a passion to serve his clients within the investment advisory space. The concepts he learned studying markets and investment strategy at Elon and Duke are present in his philosophical and strategic approach to investing. He has been relentlessly designing portfolios that maximize return and mitigate risk for over a decade. Personally, he dedicates his time to his 3 children, long-time girlfriend and competes as an Ironman triathlete.
Contact
No matter your stage of life, if you're looking for a fiduciary that will put your interests above all else, we may be a fit. We value simplicity, transparency and serving our clients in the highest capacity. We would like to have a conversation with you.
