Perissos Private Wealth Management, LLC

Investment Strategy

Perissos Private Wealth Management follows a disciplined, research-driven investment philosophy that emphasizes risk management and long-term portfolio growth. Their approach seeks to construct diversified portfolios tailored to client-specific needs, with the goal of capital preservation and consistent returns through varying market conditions. They prioritize minimizing portfolio drawdowns while attempting to capture upside, using a custom, client-first methodology. In addition to investment management, they integrate tax planning, estate planning, and financial planning as part of a holistic, family-office service model, particularly for retirees and affluent families. Collaboration with professionals such as CPAs and attorneys is a cornerstone of their strategy to ensure comprehensive, best-in-class client advice.