Passion built your wealth. Your portfolio should weather what’s next.
Whether your wealth came from a company you built, a career you climbed, or the family that supported both, your portfolio has a different job.
Built by entrepreneurs and executives, for entrepreneurs and executives
Different Investments™ has provided wealth management for business owners, executives and their families since 2016. Jon Peyton and Bruce Klemm founded the firm to serve the people who build wealth the hard way, and today our team works with clients across the country.
We saw the same pattern again and again. The people best at building wealth were often carrying the risk that built it straight into their portfolios: one company, one sector, one employer. Large firms rarely looked past their own platforms, and generic portfolios rarely started with the client’s plan.
So we built a firm that does both: active, plan-driven investment management, and the independent judgment to evaluate alternatives you won’t find on a standard platform.
- 2016Founded
- CFP®Credential
- MBACredential
- Series 65License
- NationwideClients
The risk that built your wealth shouldn’t follow it into your portfolio
Concentrated risk can build a company or a career. In a portfolio, the same appetite can leave a family exposed to one name, one sector or one storm.
That is why we don’t measure your portfolio against the market. We measure it against your personal rate of return: what you have, what the money is for, how much volatility your plan can carry, and how much time it has. Once you know that number, you know how much risk you actually need to take, and how much you don’t.
Three paths to wealth, one job for the portfolio
Some of our clients built a company. Some built a career inside one. Many are the families who made both possible. We invest for all three.
Founders
You put everything into one company. After a sale or a distribution, that money needs a different job.
A portfolio built around your plan while you decide what is next.
Executives
Your career, your paycheck and your equity grants can all ride on one employer.
A strategy for concentrated stock, sized to the volatility your goals can carry.
Families
You supported the business or the career. Now the wealth it created needs to support everyone who depends on it.
Investments that answer to the people who rely on them, not to the market.
Two ways we put your portfolio to work
Investment Management
Active, plan-driven management of every account you hold, from company plans to personal accounts, built around your personal rate of return.
- A risk assessment across all of your accounts
- Portfolio analysis and stress testing
- Ongoing research and active management
Alternative Investments
Independent evaluation of the opportunities you bring us, alternatives inside managed portfolios, and private markets access for accredited investors.
- Private equity and private debt
- Hedge funds, real estate and energy
- Liquid alternatives in your portfolio
How we work together
Discovery Meeting
90 minutes to learn how you invest, and whether we fit.
Engagement
Paperwork, accounts and transfers, handled for you.
Risk Assessment
The risk across your company plans, personal accounts and private investments.
Portfolio Analysis
We research and stress test your whole portfolio, liquid and illiquid.
Recommendation
Account-by-account recommendations that work as one strategy.
Alternatives
Optional: private and public alternative strategies.
Beyond Capital
All insightsOur quarterly read on the economy, markets and the decisions behind them.
-
The AI Cracks Are Making Headlines
Treasury yields above 5%, a Fed still raising rates, and a market leaning on one investment theme. What the latest signals say about risk.
-
“The Fall” of the Stock Market and the U.S. Economy
Twenty-five years of rising debt, and why structural change is painful when the decision is made for us rather than by us.
-
2025 Market Forecast: Did Santa Fall Off His Year-End Rally Sleigh?
Why forecasts are only as good as the day they’re written, and how fundamental and technical analysis tell different stories.
Common questions
How are you paid?
For investment management, we charge an annual asset management fee on the assets we manage. The rate steps down as your assets grow:
| Assets under management | Annual fee |
|---|---|
| $0 – $500,000 | 1.20% |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $2,000,000 | 0.80% |
| $2,000,001 – $5,000,000 | 0.60% |
| $5,000,001 – $10,000,000 | 0.40% |
| $10,000,001 – $25,000,000 | 0.30% |
| Over $25,000,000 | 0.20% |
Example: A client engages Different Investments™ to actively manage $3.5 million. When accounts are householded together, this client would pay 1.20% on the first $500,000, 1.00% on the next $500,000, 0.80% on the next $1,000,000, and 0.60% on the remaining $1,500,000. The weighted fee would be 0.80% ($6,000 + $5,000 + $8,000 + $9,000 = $28,000 / $3,500,000 = 0.80%), paid quarterly (0.20% each quarter). The weighted fee will fluctuate with the value of the account balances; as balances increase, the weighted percentage decreases.
Alternative investment evaluations are quoted before any work begins.
Is there an account minimum?
Yes. Our minimum is $500,000. If we aren’t the right firm for your situation, we’ll tell you in the Discovery Meeting.
I already have an advisor or a CPA. Do I have to switch?
No. Many clients come to us with an existing team. We coordinate with your CPA, attorney and planner, and we’ll be clear about where our work fits and where it doesn’t.
What happens in the Discovery Meeting?
In 90 minutes, we learn how you manage money today, review your portfolio’s structure and risk profile, and share an initial assessment. It’s complimentary, and it’s how we both decide whether we’re the right fit.
How is Different Investments related to C-Suite Planning?
C-Suite Planning™ is a registered trade name of Different Investments, LLC. C-Suite Planning focuses on financial planning; Different Investments focuses on investment management and alternative investments.
See how your portfolio would hold up
In a complimentary 90-minute Discovery Meeting, we’ll review how your portfolio’s risk compares with the risk your plan can actually carry. It’s also how we both decide whether we’re the right fit, with no obligation.