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    How Well Is Your Portfolio Performing?

    The Peterson Group’s Clients Watch Their Portfolios Grow in Value

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    Your Investment Goals Define Our Success

    Clear & Consistent Communication Ensure Alignment Every Step of the Way

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    Lead, Don’t Follow, the Market

    Insightful Research Yields Unrecognized Opportunity

The Time is Now:


The Peterson Group is a team of fellow expatriates working to create the best conditions for your financial prosperity. Foremost among our qualifications is our ability to have the candid conversations that put you in position to accomplish your goals.

Peter Wagner Managing Director

client said

The underlying principles of sound investment should not
later from decade to decade, but the application of these principles
must be adapted to significant changes in the financial mechanisms and climate.

Benjamin Graham, The Intelligent Investor

Wide diversification is only required
when investors do not understand what they are doing.

Warren Buffett

It's not how much money you make,
but how much money you keep, how hard it works for you,
and how many generations you keep it for.

Robert Kiyosaki

Persist – don’t take no for an answer.
If you’re happy to sit at your desk and not take any risk,
you’ll be sitting at your desk for the next 20 years.

David Rubenstein

This idea of anticipation is key to investing and to business generally. You can’t wait for an opportunity to become obvious.
You have to think, “Here’s what other people and companies have done under certain circumstances.
Now, under these new circumstances, how is this management likely to behave?

Eddie Lampert

The older I get, the more I see a straight path where I want to go.
If you’re going to hunt elephants,
don’t get off the trail for a rabbit.

T. Boone Pickens

First of all I trust my own instinct, experience that I gained over years
and feeling when the moment is right for buying shares.
That is what one calls intuition.

Alisher Usmanov

Anyone who is not investing now is missing a tremendous opportunity.

Carlos Slim