Peterson Investment Management Inc

Overview

Peterson Investment Management Inc. is a corporation that provides discretionary portfolio management to both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and delivers separate account management services rather than acting as a capital allocator. Its advisory scope is focused on portfolio management for smaller businesses and institutions. FINTRX records indicate the firm does not market itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices