Company Performance Metrics
Peninsula Asset Management is a registered investment advisor that was founded in 1982 and is owned and operated by experienced investment portfolio managers. From its beginning, their firm has provided customized portfolios and personalized services tailored to meet the individual investment needs of each client they serve. Their goal is to help
clients identify and achieve their immediate and longer-term investment goals. To design and structure investment portfolios for their clients, they take into consideration each individual’s objectives, time horizon, tax situation, risk tolerance, and other unique circumstances. Portfolios can be developed for a wide range of purposes, from providing a secure current income to maximizing the longer-term growth of capital.
