Company
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Investment Advisors

History

In 1988, Carl F. and Annette Petersen, both investment advisors, founded Carl F. Petersen, Inc. as a Delaware corporation. Carl F. was born in Denmark and Annette was born in the United Kingdom. Carl F. has worked in Private Investment Banking in Copenhagen, London, and Luxembourg, and in the Investment Advisory and Money Management field in the US since 1980.

Carl F.’s ability to create long-term technical strategies gave rise to a tremendously fun and fast-paced career in the Investment Banking field in Europe. It is the lessons and experiences learned in Europe that helped create the foundation for the quantitative systems used today at CFP Inc. Those strategies focus on creating strong medium-term to long-term performance, while maintaining low relative volatility and a low correlation to other regular and alternative investments.

Our conservative strategies, which we started to develop in the mid 90’s, utilize equities and equity funds. These strategies have proven to be successful, either as stand-alone strategies, or in combination with each other, as they are effective complements. The strategies’ risk/reward ratio and their performance compared to the markets have been very beneficial to our clients.

As the market characteristic changed due to factors such as the burst of the tech bubble and the initial rise of the real estate market, it became apparent that a more profitable, and arguably more efficient, system was called for. This led to the development of our active strategies. These strategies are less correlated to the market and are somewhat more volatile, but more importantly, they still retain their excellent risk/reward ratios. These strategies are, due to their nature, intended for long-term investors who understand the significance of the strategies’ performance versus their volatility. In addition to our clients, these active strategies are available to a small select subscriber base.

Carl F. Petersen, Inc. has developed from its initial roots to a Money Management firm. We offer multiple strategies to suit the individual and institutional investor’s objectives, desires, and risk aversion.