welcome_flower TO PETRO FUNDS

Petro Funds is an executive level financial and management consulting firm that provides support to corporations, financial institutions and high net worth individuals

A Financial Powerhouse

ASSET MANAGEMENT
countin_money_new

Petro Funds Asset Management Division ranked FIRST among the world top balanced money managers in the 2000 edition of Top Performers Review. The publication ranked money managers based on:
  • criteria-overall risk,
  • overall performance,
  • Management Abilities
  • and risk adjusted performance.
Out of 1,487 balanced money managers, Petro Funds Asset Management Division ranked FIRST in overall risk, and FIRST in risk adjusted performance. Petro Funds Asset Management Division risk adjusted return for the three - and five-year periods led not only balanced managers, but also the more than 10,000 money managers ranked in all categories - equity, international, or balanced.
Our Asset Management Expertise
Your Road To Success money_businessm_4.

Petro Funds Asset Management Division manages more than 4 billion Swiss Francs for individual, joint and corporate accounts and retirement plans in its Swiss Asset Protection portfolio, utilizing no-load mutual funds. Minimum account is only US$5,000. "The objective of our Swiss Asset Protection is to reduce risk and preserve client capital," according to Swiss Asset Protection portfolio manager, Peter Metternich Ph.D. "The performance ratings are very gratifying and prove that reduced risk does not always mean reduced returns."

Fixed Income for Tax-Exempt Clients

Petro Funds Asset Management Division applies the same controlled duration, active sector rotation style to all fixed income products. Petro Funds Asset Management Division disciplined investment process seeks to add value through:

  • Controlling portfolio duration within a narrow band relative to a benchmark index,
  • Relative value sector/sub-sector rotation and security selection,
  • Rigorous quantitative analysis to the valuation of each security and of the portfolio as a whole,
  • intense credit analysis and review,
  • And the judgment of experienced portfolio managers.
money_bag_piggy_L.jpg

Petro Funds Asset Management Division is responsible for evaluating macroeconomics trends, supply/demand technical situations, yield curve trends and volatility trends in order to establish a framework for positioning client portfolios. Petro Funds Asset Management Division establishes consensus investment themes for duration, yield curve exposure, convexity, sector weighting, credit quality and liquidity. The portfolio managers then work as a team to implement these themes within the constraints of each client portfolio.

Each account is over-seen by a managing director in Petro Funds Asset Management Division who provides accountability to the client. Execution of specific transactions is assigned to various portfolio managers based upon individual sector expertise. Portfolio managers use Petro Funds Asset Management Division proprietary analytics to aid in identifying relative value. Within the realm of credit-sensitive securities, Petro Funds Asset Management Division credit analysts actively participate with portfolio managers in the decision-making process to purchase and sell bonds. The goals of our approach are to avoid credit problems, to successfully navigate problems that surface, and to identify opportunities to add value. Clients benefit from Petro Funds Asset Management Division team of specialists, who are well positioned to identify value in their particular sector.

Diversification is paramount to Petro Funds Asset Management Division successful risk management strategies. Once investment themes that relate to interest rate, yield curve, cash flow, credit quality and liquidity are identified, portfolios are constructed to be diversified by sector, sub-sector and security. In approving an issuer/issue for purchase, Petro Funds Asset Management Division limits the maximum percent eligible for an individual portfolio.

Alternative Investments

Since 1966, Petro Funds Asset Management Division has been active in developing alternative investment products. Our first product, Petro Funds Cash Management Division was designed to capitalize on the phenomenal changes in the financing of commercial real estate. The division was a private equity fund that purchased performing, sub-performing and non-performing commercial mortgages, and then used a variety of creative tools to resolve these assets. Petro Funds Cash Management Division combined Petro Funds previous expertise in fixed income securities, structured finance and risk management to maximize the value of these assets.

business_meeting_W

jet_private

businessman_globeW

Line

We trust that we have clarified the intriguing world of Petro Funds Asset Management Division. We will be happy to answer any questions you may have, relating to this opportunity and provide you with additional details regarding any of our devoted services.

The average person is frequently confused by the complexity of asset protection. and asset management plans or international tax planning and discouraged by the substantial costs involved in registering a company or trust in a tax haven. The registration costs and ongoing yearly administration expenses frequently exceed what the average person could save in taxes.

Petro Funds has a new program to answer those concerns. We provide the simple, secure, private and low cost answer for the person who is just starting out or the veteran who now understands that simplicity is the essence of genius. Our survey has shown that this solution answers all of the needs for 100% of the persons seeking to form an Offshore Asset Protection Trust.

The program includes bearer shares so that complete anonymity is guaranteed, documentation and support services so that you can open a financial account under your complete control, where and when you wish, and flexibility so that you can change your financial affairs to reflect your future needs.

Please click here to explain us the full particulars of your situation and what you wish to accomplish. We will review your situation very carefully and offer to you a custom fitted solution. 95% of the time the solution will be simple to understand and 100% of the time it will be the least expensive alternative.

Help Almost Everywhere
help_mountain_L.

Please feel free to contact Petro Funds if you believe one of our Asset Management Programs may be appropriate in your particular situation. Any communication with us is considered PRIVILEGED and CONFIDENTIAL. E-Mail

The World Of Petro Funds

There is only one Petro Funds. Our scope, financial strength, balance, depth of talent and integrity have made us our clients' trusted global advisor.

Dollar

World-wide Financing Offshore Bank Formation International Business companies (IBC's)
Asset Protection Plan Mortgage & Commercial Real Estate Loans Oil & Gas Exploration Financing
World-Wide Business Loans World-Wide Corporate Financing Stocks, Bonds & Security Loans
24 Hours Currency Trading (FOREX) Offshore Trust Formation Programs Art Gallery Old Masters Paintings Sculptures
Mining and Exploration Financing Prestigious Diamonds World-Wide Equity Financing
Mezzanine & Earn-Out Loans Venture Capital Loans Currency Trading
Asset Based Financing Programs World-Wide Project Financing Asset Based Financing
Due Diligence Precious Metals World Wide Hotel, Motel And Resort Financing
World-Wide Agricultural Loans Industrial And Commercial Loans Commercial Real Estate Financing
Eurodollar Loans Energy and Water Projects Financing Venture Capital Funds World-Wide
Project And Equity Financing Gold Silver Platinum Palladium $5 Per Trade Casino Loans
International Loans Project Funding Asset Management
Commercial Loans Commission Free Currency Trading Selling Your Bank?
World-Wide Project & Business Financing Timber And Forestry Loans
Back To
Petro Funds
home_nice_writing

email