Advisors Working with Perissos enjoy a relationship where their success is our success. We offer unique tools and training to help advisors grow their business. While we are primarily a portfolio management company, our relationship with advisors goes much deeper.
Diversification based on asset classes is typically insufficient
During major Bear Markets, asset class correlations tend to move toward one (become more correlated), increasing a portfolio's risk.
Investment strategy diversification can improve the diversification benefit beyond the asset class.
Establish a Portfolio Management Roadmap for clients & your firm
Guided research to enhance your portfolio/investment management processes
Portfolio stress testing tools (see our Framework in action)
Enhance Your Marketing Communication
Educational Video series
Educational Client Videos
Brandon VanLandingham, CFA, CMT on:
Your Success is our Success. While we are a portfolio management company, our relationship with advisers goes much deeper.
Enhance Your Portfolio Management Solutions
Learn how our process can help enhance your portfolio's Risk/Return profile
Streamline Your Message
Leverage our informational tools and resources to effectively communicate your value to clients
Educate Your Clients
Clients are often confused when it comes to investing and markets. Use our educational tools to improve your client's understanding.
What Makes a Great Advisor
Listening to their clients true needs and concerns
Educating clients so they understand what's best for them to reach their goals
Continuing to educate themselves to better serve clients when economic environments change
Having an investment philosophy their clients can stick with