Perissos works with investors to simplify the complexity of wealth management.  

We want to build deep relationships with our clients.  As fiduciaries, we put our client's interest ahead of our won giving our clients peace of mind knowing that they can share their deepest concerns about their finances. 

We listen and ask questions, a lot of questions.  Many clients have a hard time answering questions such as, "What are your financial goals?"  We help them articulate what it is they want their money and investments to accomplish.  We find that this approach allows our clients to thrive knowing we are on the same page. 

We help clients:
  • Articulate their retirement / financial goals
  • Create a retirement plan / financial plan ( At no cost)
  • Understand their true tolerance for risk (i.e. risk of loss)
  • Understand how markets work
  • Manage expectations about portfolio returns
  • Maximize Social Security
Services We Provide:
  • Portfolio Investment Management
  • Estate Planning
  • Cash Management
  • Retirement Planning
  • Budgeting
  • 401k management
How to succeed as an investor
  • focus on long-term goals not short-term market fluctuations
  • Be patient. All investment strategies go through rough periods
  • Tune out media noise
  • Understand strong emotional states following good or bad market events will fade & we should not make decisions when emotionally charged
  • Financial Planning
    No Cost Financial Planning Tools
    We offer no-cost financial plans. Even if you don't use our investment management services. We believe everyone needs a plan to succeed
  • Portfolio/Investment Management
    Our Specialty
    Our approach to investing sets us apart. We believe minimizing drawdowns is more important than maximizing gains. (See our research)
  • Education
    Key to Understanding
    We provide educational resources and tools to help investors understand complex financial topics.