Establishing an Anti-Risk Protfolio

Dangerous Curves Ahead. Certified Financial Planner (CFP®) Wayne Peterson illustrates investment principles and an analytical process for understanding current markets and projecting their future direction.



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Voted 2009 FIVE STAR Wealth Manager by Texas Monthly based on high net worth client satisfaction rankings
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“Wayne Peterson and Family Business Office have been my trusted financial advisors for over 15 years.”
– Zig Ziglar

Safeguarding Your Individual Assets

Minimize your exposure to brokerage failures.

What would happen if extreme economic turmoil pushed your brokerage firm into bankruptcy?  Every stock brokerage firm in the US is required to follow specific rules about segregating customer investments.  Therefore, even if the brokerage firm fails, your account remains separate from the broker’s assets.

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