Independent and experienced
Petersen & Partners is an independent investment management firm. We offer institutional-quality Outsourced Chief Investment Officer (OCIO) services to professional investors like pension funds, foundations, corporations, family offices and high net worth individuals.
Our unique advantages
We are an independent company and our experienced team holds a strong and well-documented track record.
We are unbiased in our recommendations and dedicated only to creating value for our clients.
Our modularized approach to portfolio construction enables our clients to achieve solutions of institutional quality at prices normally only available to pension funds. We have a fully transparent cost structure.
All our solutions are of institutional quality.
You can outsource your entire portfolio to us through our Outsourced Chief Investment Officers solution.
Alternatively, you may choose to outsource an asset class or a single strategy solution.
We also offer advisory consulting across all asset classes where you can draw upon the expertise of our experienced team.
We offer our services purely to professional clients like pension funds, foundations, corporations, family offices and high net worth individuals.
Some clients do not wish to establish and maintain a team of investment professionals to invest, monitor and preserve their portfolios across different asset classes in ever more complex financial markets. Such clients opt for our OCIO solution.
Other clients utilize our skills through single strategy solutions or through our advisory services.