About us
Independent and experienced
Petersen & Partners is an independent investment management firm. We offer institutional-quality Outsourced Chief Investment Officer (OCIO) services to professional investors such as pension funds, foundations, corporations, family offices and high net worth individuals.
Our unique advantages
We are an independent company with an experienced team of individuals, each with a strong and well-documented track record.
We are unbiased in our recommendations and dedicated solely to creating value for our clients.
Our modular approach to portfolio construction gives our clients access to solutions of institutional quality at prices normally only available to pension funds. Our cost structure is fully transparent.
Our solutions
All of our solutions are of institutional quality.
Investors can outsource entire portfolios to us via our Outsourced Chief Investment Officers (OCIO) solution.
Alternatively, investors may choose to outsource one asset class or a single strategy solution.
We also offer advisory services across all asset classes whereby investors can draw upon our team’s expertise.
Our clients
Our services are only available to professional clients such as pension funds, foundations, corporations, family offices and high net worth individuals.
Clients who do not wish to establish and maintain their own in-house team of professionals to invest, monitor and maintain their portfolios across different asset classes in these ever more complex financial markets, may opt for our OCIO solution.
Other clients may take advantage of our skills via our single strategy solutions or advisory services.
