Overview. Peter Wolf Associates, Inc., a Registered Investment Advisor, has provided confidential investment advisory services for over twenty-five years. The firm's clients include individuals; pensions and profit sharing plans; trusts, and estates. Portfolio management is on a discretionary basis. Our goal is to protect capital and to enhance wealth.
Approach and Philosophy. Investment management is tailored to the evolving needs of each client. As a consequence, equities, debt instruments, money market accounts, mutual fund shares and specialized partnerships are the primary focus. Our approach is to find investments which we believe to be undervalued in the marketplace, or which contain substantial opportunity for value improvement because of earnings and management strength. We seek opportunities in both domestic and international markets, focusing not on short term trends and frequent trading, but on long term value, seeking equity and income buildup.
Experience proves that selective diversification is the most effective asset management strategy. As conditions change, we maintain an appropriate balance between asset classes.
We minimize risk through portfolio selection and asset balance. We do not utilize derivative instruments or short sales.
Series 7 - General Securities Registered Representative
Series 63 - Registered Securities Agent State Law Registration
Series 65 - Registered Investment Advisor
Licensed Real Estate Broker