Amidon & Petersen Financials, LLC

Amidon & Petersen Financials, LLC serves individual investors (including high‑net‑worth clients), retirement and pension plans, trusts, estates, charitable organizations, and business entities, delivering financial planning, discretionary portfolio management, selection of other advisers, and pension consulting. The brochure describes both modular financial planning engagements and ongoing portfolio monitoring and rebalancing as core services.

The firm emphasizes multi‑asset allocation, typically structuring portfolios with a fixed‑income component, an equity component divided into three sleeves (model portfolios, mutual funds/third‑party managers, and index‑oriented ETFs), and a cash reserve, and it uses Riskalyze to align allocations with client risk tolerance. It also employs structured products and derivative strategies—such as structured notes and reverse convertibles, leveraged and inverse ETFs, options, margin, and occasional short sales—and builds bond‑laddering for income distributions, with stated limits on structured‑note exposure by security and asset class.

What is distinctive for this firm is that the brochure discloses and advertises performance information, including predecessor and hypothetical performance, and provides regular written performance reports—materials the firm highlights more explicitly than most peers. The firm also documents more active trading approaches (an Aggressive Contra Model that can use frequent short‑term trades and leveraged ETFs) and discloses arrangements to recommend and share fees with third‑party advisers, which the brochure notes as potential conflicts of interest.