About Us
Petersen Hastings is an independent, fee only investment advisor. We provide
financial planning and investment management services for our family,
non-profit, corporate, and foundation clients, and we provide third party
administration and investment management services for our retirement plan
clients.
We currently provide investment management services for more than a quarter
billion in assets. We have approximately 400 personal clients, and 90 qualified
retirement plan clients.
Our independence and fee based structure means that we are able to provide
planning and advice without conflicts of interest. This structure perfectly
aligns our goals with those of our clients
We have developed the Disciplined Wealth Solution TM to help our clients
navigate through their financial and personal decisions. We replace complexity
and stress with clarity and peace of mind, by keeping them on track towards
their goals.
We have developed our Core Values Investment Program TM, for those clients who
wish to consider investing for their future in more ways than one. The Three
Dimensional Bottom Line TM reflects performance in three ways: 1) Social equity,
2) Environmental quality, and 3) Financial.
Investment Philosophy:
Our investment philosophy is an academic-based passive investment strategy
grounded in Modern Portfolio Theory, which refers to the process of reducing
risk in a portfolio through systematic diversification. We believe that the
capital markets are efficient, and it is impossible to consistently outperform
an appropriate benchmark. Since asset allocation is the largest determinate of
performance, we make this a central part of the investment process. We do not
jump in and out of investments, but systematically rebalance portfolios to
desired targeted allocations. After tax and expense returns are what matters, so
we also focus on keeping investment costs low, and minimize taxes when possible.
Zero Alpha Group:
The Zero Alpha Group: Advocates of low-cost, passive investment strategies.
Petersen Hastings Investment Management is a proud member of the Zero Alpha
Group. Zero Alpha member firms are registered investment advisors from around
the country who share a common investment philosophy. Members meet periodically
to share investment information, strategic and marketing plans and research
related to passive investment management.
