Peter Nielsen, CFA
Chartered Financial Analyst
Joining Independent Solutions Wealth Management in 2021, Peter has worked in the finance industry for nearly 30 years with experience working for institutional investors ranging from pension and mutual funds, to designing custom portfolios for high-net-worth individuals. His responsibilities include a focus on portfolio strategy, security selection and asset allocation. Peter is a student of market history and of contemporary investment techniques and theories, all of which have had an impact on his investment approach. He brings with him an established track record of excellence whether managing mutual funds or individual accounts and SMAs.
ISWM is a third-party asset manager (TPAM) we use.
Investment Advisory Services are offered through Blackridge Asset Management, LLC ("BAM"); an SEC Registered Investment Advisory Firm. The above-mentioned Investment Committee Member is an Investment Advisors with Independent Solutions Wealth Management, LLC ("ISWM"); an SEC Registered Investment Advisory Firm. BAM and ISWM are not affiliated. Your advisor may choose different investment strategies that may not be managed by the above-mentioned Investment Committee.