Louisiana — Est. Family Office

Preserving & Growing
Generational Wealth

QP Management is a private family office dedicated to the stewardship of the Petersen family's assets — managing a diversified portfolio across public equities, private equity, real estate, and alternative investments.

Family Portal Login → Investment Policy
What We Do
Investment Philosophy
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Capital Preservation
Protection and preservation of the family's assets over the long term is our primary mandate — every decision is weighed against downside risk first.
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Growth & Income
We target reasonable capital growth and regular income streams to support current needs while maintaining purchasing power across generations.
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Global Diversification
A well-diversified portfolio across asset classes, sectors, and geographies reduces concentration risk and enhances risk-adjusted returns.
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Rigorous Due Diligence
Every investment opportunity is evaluated on its risk-return profile, liquidity, manager track record, and alignment with the family's long-term objectives.
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Active Monitoring
Continuous performance monitoring, regular rebalancing, and stress testing ensure the portfolio remains aligned with our strategic targets.
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Philanthropic Mission
Through our foundation strategy, we maximize the family's charitable impact through rigorous grant-making and values-aligned giving.
Portfolio Construction
Strategic Asset Allocation Targets
Public Equities
38%
Fixed Income
26%
Private Equity
24%
Real Estate
9%
Natural Resources / Credit
3%
As of March 25, 2026 | Liquidity pool tracked separately across operating entities
Our Mandate
Strategic Pillars
Investment Strategy
Multi-asset class diversification anchored by a strategic allocation framework with regular rebalancing.
Risk Management
Portfolio stress testing, geographic diversification, and disciplined risk monitoring across all positions.
Tax Optimization
Tax-efficient wealth transfer, estate planning, charitable giving strategies, and full tax compliance oversight.
Succession Planning
Comprehensive intergenerational wealth transfer strategies with financial education for next-generation family members.
Performance Monitoring
KPI tracking, benchmark comparison, attribution analysis, and regular performance reviews for all investment managers.
Foundation
Mission-driven charitable giving with rigorous grantee due diligence and multigenerational family engagement.
Governance
Key Documents
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Investment Policy Statement
Outlines our investment objectives, asset allocation guidelines, benchmark selection, risk management framework, and governance structure.
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Strategic Plan
QP Management's comprehensive strategic plan covering investment strategy, performance monitoring, succession planning, and philanthropic mission.
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Family Portfolio Dashboard
Login required. Live portfolio data including asset allocation, performance metrics, PE holdings, and benchmark comparisons.
Performance Benchmarks
How We Measure Success
📊 Public Equities
MSCI ACWI (Net Div) Index — capturing global equity market performance across developed and emerging markets.
📉 Fixed Income
Bloomberg US Corporate 1-5 Year Total Return Index — short-duration, investment-grade corporate bond benchmark.
💵 Cash & Equivalents
S&P US T-Bill Index — reflecting risk-free rate of return on liquid cash holdings.
🏢 Private Equity
Cambridge US Private Equity Index — the institutional standard for PE fund performance comparison.
🏠 Real Estate
Cambridge Real Estate Index — measuring performance across direct real estate and fund investments.
🔗 Data Integration
Portfolio data aggregated across Raymond James, JP Morgan Private Bank, and Sage Intacct accounting systems.