See What Clients Are Saying About Us!

By Daniel Baumgartner & Petra Peters

We understand that finding a professional you can trust to help you navigate your financial worries and hopes is no small task—and you don’t take it lightly. Whatever motivated you to consider seeking help, we want you to know that we at Terra Nova Asset Management are your advocates. We are committed to offering guidance through financial strategies customized to your unique goals—for you, with you.

But you don’t have to just take our word for it. Recently we asked our clients to share their experience working with us. Here’s what they had to say:

Knowledgeable Guidance With a Lifelong Partnership

I have found Terra Nova USA to be an asset management firm specialized in serving international clientele. I am an internationally working artist who is also involved in the art field related to academia. I appreciate the advantages of their firm not expanding beyond a certain scale, allowing for intimate personal relationships with each individual client. The relationship is long term, I feel truly understood, thoroughly counseled according to my needs, and educated in market matters in such a way that I can weather market fluctuations without panic and still feel safe.

In the age of communication independent from location, the staff is immediately accessible, friendly, patient, thorough, and eager to help whenever my needs change. I feel part of a family, not fodder for a business! — Catharina

*This testimonial was provided by a current client on 2/16/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Trusted and Personalized Service

When I was approaching retirement, I realized that I did not want to manage my retirement assets. I looked for a firm that would provide me with downside market protection and potential for reasonable upside growth to protect my capital from inflation. Terra Nova’s record during the financial crisis of 2008-2009 was excellent and I tested them with an initial account. Subsequently they have proved themselves and I have added additional amounts. Through the ups and downs over the past 15 years, I essentially have the same amount of invested capital while withdrawing approximately 5% per year to live on.

Also I wanted a firm that could work easily with my wife, who had little experience in financial matters. Trust and personal service were essential. I have not been disappointed. Terra Nova has protected my capital doing better in down markets than other advisors and my income has not been eroded by inflation.

I have recommended them to a number of people, and Terra Nova has provided the service and quality to them as well. — Robert

*This testimonial was provided by a current client on 2/22/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Accessible and Reliable Communication

As a university faculty member, a good part of my retirement investments have been managed by TIAA, who also provide financial advisors. They have a good reputation for honesty and earnings, but as financial advisors, it seemed like a factory assembly line.

After trying one or two other persons or teams, eight or nine years ago a friend recommended Terra Nova. I quickly discovered the advantages of a really personal relationship, which included knowledge, patience, accessibility, and especially trust. I switched all of my moveable investments to Terra Nova, and I continue to rely on their advice now that I am drawing on my accounts.

I feel especially fortunate that when I have questions about either the market or my personal investments, I can always count on someone there to take as much time as I need to answer them. They have the right combination of caution and foresight. — James

*This testimonial was provided by a current client on 2/23/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Strategic Advice and Sound Strategies in any Climate

It gives me great pleasure to recommend the firm of Terra Nova Asset Management to friends and family in need of sound, strategic investment advice. Having been their client with four accounts that have grown impressively over the last 14 years, I have been very satisfied with the team’s performance and caution with the volatility of the market. The team has provided excellent service and reliability in up markets and down markets, always exercising good judgment.

In 2007-2008 the team converted 75-80% of client assets into cash positions before the 2008 financial crisis. The firm’s founder, Petra Peters, has been an expert in analyzing the bond markets. Her team also benefits from an international perspective due to managing the assets of many European family accounts over the years.

I am particularly grateful to Terra Nova for all the support the firm provided after my husband died in 2019. The team was so instrumental in helping me with estate and retirement planning during a very difficult time of change and emotional distress. With their help, I was able to design a retirement plan that serves my short-term and long-term needs. It was very comforting to see how important my well-being was to them. The team has also successfully managed the accounts of other family members and friends. The firm is like extended family to me. — Jan

*This testimonial was provided by a current client on 4/1/2023. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Financial Clarity and Individualized Attention

Knowing I did not have the skills nor the time to manage my investments wisely, for decades my accounts were being managed by a banker and investment advisor who was a long-time friend of mine. Around 2020, I made some additional money from some real estate transactions. Since my old friend was battling health problems, I decided to find someone else to handle the additional funds.

In 2012, I was introduced through friends to the folks at Terra Nova. From our initial meetings, I was impressed by their collective and varied backgrounds, their knowledge, their outlook on the markets and investing, and their clarity in explaining the markets and their approach toward investing. I decided to open an account with Terra Nova.

Over the following years, sometimes while out of the country, I have found my experience to have been exactly as I had hoped it would be. The firm has done a very good job handling my investments, especially in keeping me apprised of what they were doing or intending to do with those investments, giving clear descriptions of their reasoning and the possible downsides. They are always patient and available to handle my questions whenever I call, and I appreciate the personal attention to my accounts. — Martin

Take the Next Step

Like any small business, we thrive on client testimonials. If you’d like to share your experience with Terra Nova Asset Management—so more people who need our help can find us—please click the buttons below to leave us a review on Google or Facebook. We’d greatly appreciate it!

We hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if we’re a good fit for your financial needs, reach out to us directly at 212-355-1234 or ppeters@terranovausa.com for the New York office (Petra) or 855-248-6630 or baumgartner@terranovausa.com for the New Jersey office (Daniel). You may also contact us here to schedule a meeting and we’ll get in touch with you soon!

About Daniel

Daniel Baumgartner is a founding partner of Terra Nova Asset Management LLC, a partner-owned investment advisory firm that manages individual portfolios for clients. Daniel has extensive experience in marketing, development of special U.S.-investment products, as well as customer acquisition and relationship management. His ultimate goal is to make a difference in his clients’ financial lives through honest investment advice. He strives to provide high-touch, personalized service and enjoys getting to know a client’s personality as it relates to their financial circumstances before crafting the right solutions. As money is a very personal subject, Daniel takes his responsibility as an advisor very seriously, forming long-term relationships with clients based on trust.

Daniel received his degree in finance and international business from New York University. Outside of the office, he is a hobby landscape, street photographer, and has a great interest in U.S. and European history (16th-19th centuries), believing it helps him answer the question “Why is something the way it is?”

About Petra

Petra Peters is a founding partner and the Chief Executive Officer of Terra Nova Asset Management LLC, a partner-owned investment advisory firm that manages individual portfolios for clients. Petra has decades of experience in the banking industry, asset management, overseeing the administration of individual accounts, and designing and advising specialized funds tailored to the requirements of international private and institutional clients. With extensive knowledge of both Europe and the U.S., she’s able to provide advice and services beyond the typical investment advisor. Petra desires for her clients to live a financially care-free life so they can pursue their passions, and she values their trust and gratitude. Creating invaluable friendships formed over years of partnership, some clients even consider her part of their family.

Petra’s interests outside of work include classical music, history, travel, charities, motorcycling, and golf. She is also on the board of a German charity.