Working with Us Comes with Unique Opportunities

Below are some of the reasons business owners, families and high-net-worth investors enjoy working with us.

  • Get advice that's highly customized from a firm that's truly independent.
    We are able to structure your portfolio around your personal needs for risk, growth and preservation, selecting only the investments and strategies that will work best for you.
  • Strengthen your bottom line with both tax and cost control strategies.
    We work to maximize results by controlling tax and identifying low-cost investment options.
  • Invest without limits on selection, research or personalization.
    Our independence provides us the freedom to explore a variety of resources before selecting the appropriate investments and strategies for you.
  • Benefit from multiple sources of idea generation.
    Our recommendations come from more than one person or institution; we perform superior due diligence so that we can identify opportunities that are easily missed.
  • Find your way through life’s challenges with simplified guidance.
    Our approach is to guide our clients, helping to educate, clarify and simplify as we offer advice and direction.
  • Stay sheltered from unnecessary risk with our approach to risk-adjusted returns.
    We are experts in generating risk-adjusted returns. We want to help families preserve and grow wealth, and help business owners cut down on risk wherever possible.
  • Call our office and get an answer - every time.
    Communication needs can be as unique to you as your investment needs, so whether it’s your portfolio manager or one of our relationship managers, we make sure you speak to someone when you call.
  • Gain long-term stability for you and your family.
    We offer both investment and planning advice that are focused on the long term, so that you can weather life challenges and market fluctuations more easily.
  • Look to 100+ years worth of investment insight.
    Our team of 11 professionals has extensive experience beyond the 30-year history of our founder, Gary Perron.
  • Learn more through our conference calls, resources and newsletters.
    We are proponents of educated decision-making and we proudly provide resources for those of our clients who want to strengthen their investment knowledge.

The Unique Opportunities of Working with Perron & Partners

  • Get advice that's highly customized from a firm that's truly independent.
  • Strengthen your bottom line with both tax and cost control strategies.
  • Invest without limits on selection, research or personalization.
  • Benefit from multiple sources of idea generation.
  • Find your way through life's challenges with simplified guidance.
  • Stay sheltered from unnecessary risk with our approach to risk-adjusted returns.
  • Call our office and get an answer - every time.
  • Gain long-term stability for you and your family.
  • Look to 100+ years worth of investment insight.
  • Learn more through our conference calls, resources and newsletters.