Company
History
Philosophy
Investment Style
Investment Advisors

Company

Carl F. Petersen, Inc. is a US based independent Investment Advisory and Money Management firm operating in 30+ states, 3 countries, and spanning 12 time zones, helping wealthy individuals and institutions optimize their returns and increase their wealth.

In 1988, Carl F. Petersen founded Carl F. Petersen, Inc. based on a philosophy of ethics, stating that: “We, Carl F. Petersen Inc ., have a fiduciary obligation to act in the best interest(s) of our clients and to place our client’s interests before our own”.

Headquartered in Arizona, USA, the firm utilizes predominantly proprietary quantitative analysis for its strategies in serving its clients, which leads to a disciplined, rather than an emotional, approach to investing. This approach focuses on achieving above-average returns with a better than average risk/return ratio and is used for both conservative and alternative investment objectives.

At Carl F. Petersen, Inc. we believe the client’s objectives should be the determining factor of the asset allocation and investment strategy – not the advisor’s way of being paid or trying to yield the highest commission, or kickback, for the advisor.

Carl F. Petersen, Inc. does not believe in accruing any benefit from brokerage services, commissions, 12b-1 fees, soft-dollars, or products of any kind outside the firm. Thus, advisors are free to focus strictly on developing and implementing financial plans and disciplined investment strategies for individuals and institutions alike, and to establish long-term relationships with clients who themselves seek outstanding long-term results.