Peterson Investment Management Inc

Overview

Peterson Investment Management Inc. is a small, equity-focused independent advisory firm that manages discretionary portfolios for private individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and concentrates its allocations in exchange-traded equity instruments, with a stated preference for equities as the primary return driver. Peterson Investment Management Inc. performs portfolio management for individuals/small businesses and for businesses or institutions, and does not identify as an active ESG investor. Investment activity is tilted toward liquid, market-traded instruments rather than multi-asset or liability-driven solutions. The firm is structured as a corporation with individual ownership and presents itself as a straightforward advisor model: discretionary management, fee-based pricing and a client roster split between high-net-worth households and select institutional relationships.

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Public Holdings

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Location & Offices