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About Peterson Wealth Management

Peterson Wealth Management is a Registered Investment Advisory firm serving individuals, families, and small businesses. Using a value-based investment philosophy and a research-intensive investment process, Peterson Wealth Management manages equity and balanced portfolios through private accounts.

Equity Portfolios: The goal of our equity portfolios is to grow our clients' wealth by outperforming the S&P 500 Index over a long-term time horizon. Due to the power of compounding your money, each investment candidate is highly researched and evaluated for downside risk.

Balanced Portfolios: Our balanced portfolios include a combination of equity and fixed income investments, the allocation of which is client specific dependent on investment objectives including income needs, risk tolerance and tax considerations. In general, for balanced accounts with a fixed-income emphasis, our investment goal is to provide annual income and low portfolio volatility, while offering wealth-building potential through select equity investments. For balanced portfolios with a greater weighting on equities, our goal is to outperform the S&P 500 Index with our equity investments, while generating income and reducing portfolio volatility with fixed income investments.

Peterson Wealth Management is a Registered Investment Advisor under Oregon and Washington Securities Laws. The Advisor may not transact business in States where it is not appropriately registered, excluded or exempted from registration.  Individua responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

12165 SW Ames Lane - Tigard, OR 97224 - P:503.380.5462 - info@petersonwm.net

Copyright (c) Peterson Wealth Management 2015

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