INVESTMENT MANAGEMENT
Peterson Financial Strategies performs discretionary investment advisory services for its clients. All strategies are grounded in our core principles of portfolio management. We believe:
• Asset allocation strategies should be tailored to each client’s goals, time horizon, and tolerance for risk
• Investment holdings should be diversified and have low expenses
• Portfolios should be actively rebalanced in a disciplined way with frequent, regular reviews
• Advisor should monitor the portfolio at client and portfolio levels
• Trusts and other taxable accounts should be individually managed for tax-efficiency
• The advisory fee should be straightforward and easy to understand
• The client should be able to communicate directly with the portfolio manager
• The advisor should act under a fiduciary standard at all times
CUSTODIAN
In order to provide our clients with institutional-quality custody, trade execution, statement reporting, tax reporting, and online account access, we primarily use Fidelity Investments as custodian for client accounts.