A complete list of active advisors currently associated with Perennial

Warmer can help you find a great advisor at Perennial or one who fits your needs even better.

Perennial serves individual clients (both non‑HNW and high‑net‑worth), family offices, trusts, estates, small businesses and other organizations, providing wealth advisory and financial planning as well as discretionary and non‑discretionary portfolio management. The firm also advises on alternative investment vehicles (private equity, venture capital, real estate, structured credit) and coordinates with clients’ tax, accounting and legal advisors as part of its wealth advisory services. Perennial describes a customized, tax‑aware investment process that emphasizes fundamental research, pragmatic diversification, deliberate rebalancing and efforts to minimize fees and taxes, often implementing portfolios with individual equities, ETFs and a range of fixed‑income securities. The brochure discloses that the firm may use margin borrowings and options strategies in client accounts and may recommend private partnership vehicles where appropriate. What is distinctive in the ADV is the firm’s explicit use of derivatives and borrowing within separately managed accounts and its disclosure that it shares performance results—practices that are less common among peer team firms. Managing approximately $762 million for about 117 clients with four advisors, Perennial combines a small‑team service model with access to institutional custody and research services described in the brochure.

To learn more about the advisors currently working at Perennial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.