“Doing more than others do, alone can bring success to you.”
– Carl F. Petersen, I – 1851-1927
Carl F. Petersen, Inc. is a US based independent Investment Advisory and Money Management firm operating not only nationwide but in Europe as well. The goal: to help wealthy individuals and institutions optimize their returns and increase their wealth.
In 1988, Carl F. and Annette Petersen, both investment advisors, founded Carl F. Petersen Inc. They started the company based on a philosophy of ethics, stating that: “We, Carl F. Petersen Inc., have a fiduciary obligation to act in the best interest(s) of our clients and to place our client’s interests before our own.” Combined with the mantra of the first Carl F. Petersen “Doing more than others do, alone can bring success to you,” has created a business culture that is focused on working hard and acting in the best interest of the client. The company will continue to always act in the best interest of the client doing everything in its power to help them achieve their financial goals.
It was Carl F.’s ability to create long-term technical strategies that gave rise to a tremendously fun and fast-paced career in the investment banking field in Europe. It is the lessons and experiences learned in Europe while trading equities, fixed income, and FX, that helped create the foundation for the technical and quantitative systems used today at CFP Inc. Now headquartered in Arizona, USA, the firm utilizes the experience and expertise of Carl F. who has purposefully created his own proprietary quantitative and technical analysis for the strategies used to serve clients; leading to a disciplined, rather than an emotional, approach to investing. This disciplined approach focuses on achieving above-average returns with a better than average risk/return ratio; it is used for both conservative and alternative investment objectives.
At Carl F. Petersen, Inc. we believe the client’s objectives should be the determining factor of the asset allocation and investment strategy – not the advisor’s way of being paid or trying to yield the highest commission and kickback for the advisor. Carl F. Petersen Inc., is very different from the traditional broker. We do not believe in accruing any benefits from brokerage services, commissions, 12b-1 fees, soft-dollars, or products of any kind outside the firm.
Advisors are free to focus strictly on developing and implementing financial plans and disciplined investment strategies for individuals and institutions alike. We have a vested interest in our client’s success, and will always strive to create an investment plan that is right for the client; without having to worry about what the commission is going to be. We believe this approach along with our outstanding customer service helps establish long-term relationships with clients who themselves seek outstanding long-term results.
Carl F. Petersen, MIM
President & Chief Investment Officer
Carl F. Petersen who has over 30 years of experience, was designing quantitative and technical strategies back in 1980. As the co-founder, president and chief investment officer he sets the direction of the company and oversees all trading. He serves on the Thunderbird Global Council and is a Past President of Phoenix Rotary 100, a graduate of the FBI Citezen Academy, and is an Honorary Comander and member of the Blue Blazer Squadron at Luke Air Force Base.
Annette Petersen, co-founder of Carl F. Petersen Inc. has been an investment advisor for over 15 years. As the chief compliance officer Annette oversees all the day to day operations. Annette specializes in client relations and has an outstanding rapport with all of her clients.
Trent A. Watson
Investment Advisor & Portfolio Manager
Trent A. Watson has over 30 years of investment experience; he has developed proprietary all-weather strategies with a focus on a risk reward approach. Community involvement includes serving both on government and company boards in addition to coaching sports at local schools. He is dedicated to health and fitness including hiking, bicycling, fishing and yoga.
Carl F. Petersen, VI
Investment Advisor & Portfolio Manager
Carl F. Petersen VI, most commonly known as JJ, has been an investment advisor since the day he turned 18, the youngest person ever licensed by the state of Arizona. Even as a young child he was buying stocks with his savings; he has always had a passion for investing and finance. Currently he assists with the portfolio construction, strategy development, and client trading.
Donald H. Goldwater
Don Goldwater nephew of United Stated Presidential candidate Barry Goldwater, has been an iconic and influential political figure in Arizona. He has held his license with Carl F. Petersen Inc. since 2009.