PETERS INVESTMENT MANAGEMENT INC.

Description

How does the advisor help clients – Key Takeaways:

Key Takeaways:
PETERS INVESTMENT MANAGEMENT INC. provides financial expertise for their clients They offer financial services for a variety of client types Their advisors have a background in the financial industry They have a strong reputation and a long-standing history in the business PETERS INVESTMENT MANAGEMENT INC. is transparent about their fees and compensation structure They have a solid track record of managing assets for their clients

Key Takeaways:

PETERS INVESTMENT MANAGEMENT INC. provides financial expertise for their clients
They offer financial services for a variety of client types
Their advisors have a background in the financial industry
They have a strong reputation and a long-standing history in the business
PETERS INVESTMENT MANAGEMENT INC. is transparent about their fees and compensation structure
They have a solid track record of managing assets for their clients

Facts and Insights

Facts and Insights
Founded in 1985, PETERS INVESTMENT MANAGEMENT INC. has over 35 years of experience in the financial industry As of 2021, they have over $500 million in assets under management They employ a team of highly qualified and experienced advisors to assist clients PETERS INVESTMENT MANAGEMENT INC. is known for their personalized approach to financial planning Their advisors stay updated on the latest market trends and opportunities to provide the best advice to clients

Founded in 1985, PETERS INVESTMENT MANAGEMENT INC. has over 35 years of experience in the financial industry
As of 2021, they have over $500 million in assets under management
They employ a team of highly qualified and experienced advisors to assist clients
PETERS INVESTMENT MANAGEMENT INC. is known for their personalized approach to financial planning
Their advisors stay updated on the latest market trends and opportunities to provide the best advice to clients

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management	Number of Advisors	Time in Business
$500 million	10	Over 35 years

Financial Services Offered

Retirement planning
Investment management
Portfolio analysis
Estate planning
Tax planning

Client Types

Individuals
High net worth individuals
Corporate clients
Trusts
Non-profit organizations

Fees & Compensation

PETERS INVESTMENT MANAGEMENT INC. has a transparent fee structure that is based on a percentage of assets under management. They also offer a fee-for-service option for clients who prefer a non-AUM based model. Their advisors do not receive commissions for recommending investments, ensuring that their advice is unbiased and in the best interest of clients.

Background

The team at PETERS INVESTMENT MANAGEMENT INC. has a diverse background in the financial industry, with each advisor bringing a unique set of skills and expertise to the table. They are committed to continuous learning and staying updated on the ever-evolving financial landscape to provide the best service to their clients.

Financial Advisor Disclosures to Know

PETERS INVESTMENT MANAGEMENT INC. is a registered investment advisor and is legally bound to act in the best interest of their clients. This means they have a fiduciary duty and are required to disclose any potential conflicts of interest. They do not have any disclosures or regulatory actions against them, ensuring peace of mind for their clients.

PETERS INVESTMENT MANAGEMENT INC.