Philosophy

---

2008 shook up the investment world.  Many "tried and true" rules of investments were proven inadequate for dealing with the markets.  At Perry Investment Management, I have chosen a different approach.  Rather than view that risk as only associated with time, I believe that risk is also tied to the level of wealth a client has acquired.  Perry Investment Management engages in a dynamic asset allocation strategy that engages different markets as they are trending upward and disengages as the markets falter, protecting your assets from prolonged erosion of a falling market.  Why continue to rebalance into a market that just keeps giving you losses?  I help you clearly define levels of risk and potential principle loss, so that you have a clear understanding of how your portfolio will be managed.  In managing assets, I leave the upside open but protect your portfolio during uneasy times.