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
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
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
Our approach to investing sets us apart. We believe minimizing drawdowns is more important than maximizing gains. (See our research)
Key to Understanding
We provide educational resources and tools to help investors understand complex financial topics.