Most financial advisors focus exclusively on what’s going to go right, i.e., the ever-popular “Success Narrative.” Are you confident that your portfolio is safely positioned to avoid losses from inflation, a market bubble that inevitably bursts, or geopolitical gyrations?
At Perry Capital, Rule No. 1 is “Never lose money,” and Rule No. 2 is “Don’t forget Rule No. 1.”
Our experts have developed a reliable, strategic process for assessing opportunities and recognizing risk – a probabilistic approach devoid of emotion, characterized by objectivity and analytical agility. Maximize your upside; avoid the downside.
More about Perry Capital
Why was Perry Capital established?
- Worldwide disruption from the wide-ranging, long-term consequences of excessive indebtedness continues to dramatically alter the investment landscape, creating new threats and challenging old ways of doing business.
- Global macroeconomic gyrations affect every component of your portfolio, making reliable and accurate research, analysis, and strategy more vital than ever.
- Many domestically focused advisors are simply not equipped to deal with this new environment. So, unfortunately, many investors today are forced to deal with a plethora of imperfect global macroeconomic data surrounded by an often-incoherent narrative that is frequently delivered by advisors who are unable to explain what they don’t understand.
- Fortunately, Perry Capital democratizes access to this complex and often inaccessible information so investors can confidently make proper portfolio adjustments.
- Worldwide disruption from the wide-ranging, long-term consequences of excessive indebtedness continues to dramatically alter the investment landscape, creating new threats and challenging old ways of doing business.
How does Perry Capital differ from other financial advisory companies?
- Perry Capital is a fiercely independent and often contrarian, world-class research, strategy, and investment intelligence and advisory service — a one-of-a-kind resource that provides global macroeconomic intelligence you can’t get anywhere else.
- Perry Capital will help you protect 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. When you work with us, you will always know where the risk lies.
- Perry Capital is a fiercely independent and often contrarian, world-class research, strategy, and investment intelligence and advisory service — a one-of-a-kind resource that provides global macroeconomic intelligence you can’t get anywhere else.
Why should I trust Perry Capital?
- Mr. Perry has been advising institutional clients, professional traders, and ultra-high-net-worth portfolio managers — domestically and internationally — for 30 years on the most complex global macroeconomic and interest-rate issues that few experts genuinely understand.
- Mr. Perry’s international investment career—which has included postings in NY, London, Tokyo, Hong Kong, Chicago, and Miami—cultivated a deep understanding of how the interaction and timing of global currency movements, interest rate strategies, and geopolitics can affect market valuations.
- His knowledge and years of experience allow Perry Capital to offer unique and actionable global macroeconomic insights to domestic investors.
Why should Perry Capital guide my portfolio’s asset allocation?
- Investment valuations are determined by the collective confidence of risk-takers, so understanding what moves global macroeconomic markets becomes a critical factor in maximizing portfolio performance.
- Central bank interest rate policies are impacting the value of stocks, bonds, currencies, and commodities more than ever. Knowing which moves matter and which do not is key.
- Investment valuations are determined by the collective confidence of risk-takers, so understanding what moves global macroeconomic markets becomes a critical factor in maximizing portfolio performance.
- Fortunately, Perry Capital’s proprietary structural portfolio asset allocation model can be one of your clearest paths to achieving – and preserving – long-term wealth.
Does Mr. Perry offer individualized services?
- Yes, Mr. Perry offers a number of individualized services on an ad hoc basis. These include but are not limited to individual discussions, group conference calls and presentations, as well as informal investment strategy meetings with customers, portfolio managers, and bankers.
- Additionally, Mr. Perry is available for speaking engagements with investment and portfolio teams at board-level meetings, senior-management forums, and conferences of all types. Basically, any logical venue for in-person presentations and interactive discussions will be considered.
- If you are interested in these services, contact us using the “Contact” page, or if it is urgent, please feel free to call us. Once we determine the breadth and scope of your needs, we can then structure a relationship that best suits your needs.