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Built by entrepreneurs and executives, for entrepreneurs and executives
Different Investments™ was founded in 2016 by Jon Peyton and Bruce Klemm to serve the people who build wealth the hard way, and the families behind them. Today our team works with clients across the country.
- 2016Founded
- CFP®Credential
- MBACredential
- Series 65License
- NationwideClients
Why we started a different kind of investment firm
Before founding the firm, Jon Peyton and Bruce Klemm spent long careers serving successful entrepreneurs and senior executives. They kept seeing the same pattern.
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 managed money on their own platforms and rarely looked past them. Generic portfolios rarely started with the client’s plan.
So in 2016, they 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.
The name says the rest. Investing Different Requires Thinking Different™.
What we believe
- 1Investing is a processIt takes skill, will and time. We bring the principles of financial planning and analysis into how we build every portfolio.
- 2Your plan is the benchmarkWe measure progress against your personal rate of return, not against an index you never chose.
- 3Risk should be chosen, not inheritedThe risk that built your wealth shouldn’t follow it into your portfolio by default.
- 4Independence mattersWe evaluate opportunities on their merits and their fit, including ones a standard platform won’t touch.
Our core values
Three commitments that shape how we work with every client.
Continuous Learning
Believing we already know enough would be the end of our value to clients. Between years of experience, degrees and credentials, our team keeps looking for ways to improve our thinking as clients acquire, invest and protect their wealth.
Relentless Accountability
Every investment goes through a disciplined research process, and we regularly evaluate whether our investment strategy is doing what it was designed to do. We hold ourselves accountable to that strategy and to the follow-through it requires.
Intentional Integrity
If we can’t add value or offer a strategy designed to help you pursue your goals, we’ll be the first to say we’re not the right fit. We aim to be transparent about how we operate, the fees clients pay and the services they should expect.
Planning and investing under one roof
C-Suite Planning™ is a registered trade name of Different Investments, LLC. C-Suite Planning builds the financial plan; Different Investments manages the portfolio that serves it. Clients who use both get one team looking at the plan and the investments together.
Credentials on our team
- CERTIFIED FINANCIAL PLANNER®Professional certification from the CFP Board
- MBAMaster of Business Administration
- Series 65Uniform Investment Adviser Law Examination
Meet the team behind the portfolio
In a complimentary 90-minute Discovery Meeting, you’ll see how we think about your accounts, your plan and the risk between them. It’s also how we both decide whether we’re the right fit, with no obligation.