Companion Portfolio Management

Peter Haglin, Founder and Chief Investment Officer

First as a client, and then as a licensed advisor and manager, my decades long investing experience shapes my perspectives on our current investing environment and how our clients can best be served.

Investment Services (1995 – present)

  • General Securities Examinations (Series 7, Series 63 & Series 65) awarded 1n 1995 – Merrill Lynch.
  • Supervisory and Specialty Examinations (Series 9, Series 10 & Series 3) – General, Options, and Commodities awarded in 2004 – Morgan Stanley.


  • United States Military Academy, Bachelor of Science (1975)
  • University of Southern California, Master of Science in Systems Management – Information Systems (1985)
  • US Army Command and General Staff College School of Advanced Military Studies, Master of Military Art and Science (1991)

Military – Active Duty, US Army (1975-1995)

  • Specialty skill identifiers include Strategic Planning, Nuclear Operations and the Field Artillery.
  • Global planning experience includes Europe, Asia and the Middle East.


Investment Advisory Services

  • Companion Portfolio Management Inc. is a registered investment adviser with the State of Washington, effective on February 23, 2011.