A complete list of active advisors currently associated with Perry Investment Management, LLC

Warmer can help you find a great advisor at Perry Investment Management, LLC or one who fits your needs even better.

Perry Investment Management is an independent, fee‑only registered investment adviser that manages roughly $27 million in discretionary client assets and serves individuals, nonprofit organizations, corporate pension and profit‑sharing plans, charitable institutions, foundations, and endowments. Its services include ongoing portfolio management, financial planning, retirement‑plan assistance (rollovers and plan selection), and small‑business retirement plan support. The firm follows an Investment Policy Statement (IPS) driven process that emphasizes risk control through diversification, disciplined position sizing, and ongoing monitoring; it describes its approach as proprietary and focused on limiting losses before values deteriorate significantly. Portfolios are typically constructed from publicly traded stocks, mutual funds, ETFs and bonds (with the potential to include commodities or hedge funds), and the adviser draws on third‑party research sources such as Morningstar, Ned Davis Research, Goldman Sachs and Schwab. Distinctive for a small independent adviser, the firm formally provides portfolio management for institutional clients and offers pension consulting services — assisting with manager searches, IPS development, and related plan services — with consulting arrangements negotiated per engagement. It also uses Schwab Institutional platforms for custody, trading and operational support and maintains a Code of Ethics aligned with CFA Institute standards to guide compliance and fiduciary responsibilities.

To learn more about the advisors currently working at Perry Investment Management, LLC, 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.