Value Proposition
Perry Capital offers affordable solutions
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- Reduce your investment fees by providing high-level oversight of fund managers and wealth advisors to ensure you’re receiving the value you’re paying for.
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- Limit downside risk; maximize your upside potential.
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- Democratize access to valuable, complex, but often inaccessible information.
Perry Capital will help preserve your wealth
- We’ll keep you out of bad trades and protect you from catastrophic losses by making sure you know which components of an investment can hurt you and how to mitigate that risk.
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- When you work with Perry Capital, you will ALWAYS know where the risk is.
MARKET INTELLIGENCE
We provide a deep understanding of how the interaction and timing of global currency movements, interest rate strategies, and geopolitics affect market valuations.
MANAGING RISK
We've developed a reliable, strategic process for assessing opportunities and recognizing risk – a probabilistic approach devoid of emotion, characterized by objectivity and analytical agility.
PORTFOLIO MANAGEMENT
Portfolio Management is both
an art and a science.
It is a dynamic decision-making process that is continuous and systematic.
Strategy is a process that blends academic theory with the experience gained from decades of enduring the brutal realities of free-market competition.
TESTIMONIALS
Industry Leaders Speak Out
What our Clients are saying...
"Jim’s wise, deeply technical, and fiercely independent counsel has provided me and my team incredible insight into the global markets. Jim is not afraid to speak his mind and challenge the popular market narrative, which is exactly why his recommendations and advice have been so valuable for so many years."
"Jim and I have been discussing markets for more than a couple of decades, and he has always been extremely valuable in helping us understand the dynamics of US capital markets and monetary trends. His network encompasses some of the best and largest fixed-income players, including treasurers, market makers, and buy-side managers. His ability to unlock the keys to current market forces and his transversal perspective on things is truly one of a kind."
"Jim Perry provides a true US perspective, invaluable for a European institutional investor. Building the narrative by analyzing "the market" and "reality," Jim has the experience and deep understanding of when and where they differ, creating a truly actionable base."
"Jim and I have been discussing markets and politics for more than a decade. His insights into what is really going on over the pond are extremely helpful and explain not only what is relevant in New York, but across the country. His independence allows him to state views that you won't find in standardized research publications from big banks. A big thank you also for his weekly summaries, which sum up the relevant events on a few pages in combination with instructive charts."
"Jim is an independent thinker who provides useful advice and insights to his clients. He helped for more than 20 years with sound recommendations and was always honest in his dealings."
"Outstanding Independent Market, Economic, Geo-political, and US-Political advisor! I have used his advice since 1995!"
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