Peter Zeuli launches Philadelphia Investment Partners to bring institutional level investing to the general investing public by utilizing his knowledge gained as an analyst on a market neutral hedge fund.
In order to better serve his clients, Peter Zeuli earns the right to use the Chartered Financial Analyst (“CFA”).
Peter and his firm, create, implement and manage Philadelphia Investment Partners first pooled investment vehicle – PIP New Generation Fund, LP – a global long/short hedge fund.
After demand grows for the PIP New Generation Fund strategy, PIP converts the fund from an LP structure to a Mutual Fund for use within asset allocation models and smaller portfolios.
After seeing the need to modify and update the underlying structure of the time tested 60/40 (equity/bond) investment methodology, Peter and his firm, create, implement and manage the PIP Dynamic Core Fund, LP – a concentrated, overwrite fund.
Seeing the need to better serve the firm’s growing sophisticated client base and their completed wealth management needs, PIP recruits Shannon McCue to bring to the firm a rare combination of institutional investment and family office experience.
Philadelphia Investment Partners rebrands to PIP Wealth to further capture the overall services the firm encompasses to serve all clients.