Carl F. Petersen (CFP) Inc. is boutique investment advisory firm, based in the US, helping wealthy individuals and institutional investors optimize their investment portfolios, according to their objectives and risk aversion, using our unique stock, fixed income, and ETF strategies which are designed to dynamically seek to adjust to both Bull and Bear markets .

At CFP Inc., we utilize unique quantitative and technical analysis based strategies seeking to return higher than average returns, while at the same time endeavoring to do this with a lower risk/reward ratio than the corresponding market, or if possible, a lower risk/reward ratio than a AAA Municipal Bonds.

We understand that the risk levels investors, whether a wealthy individual or institution, are willing to take will differ; accordingly, we believe it is necessary to offer two different styles of investing with varying degrees of risk and reward. Thus, we differentiate between conservative (semi-passive) investments and active investments.

The conservative strategies and portfolios, while not passive in the strictest sense of the definition such as an index fund, are designed to minimize trading costs and, if possible, capital-gains taxes. The active strategies, on the other hand, are designed to maximize the client’s return by exploiting new trends in our defined markets.