Perimeter Investments

• Simplify your life and financial plans.

• Registered in Colorado since 2017.

• 38 years of fiduciary experience.

• Hourly, flat, and asset-based fees.

• Help with immediate questions.

• No charge for first visits or questions. 

Get to know each other

​

You speak, we listen, and learn about you, your situation, and where you wish to go.

​

Following our introduction, you will receive an outline of what you have now and how it fits with your desires. 

​

We have at least one more conversation to discuss next steps.

​

​

​

Complimentary

First Pass Plan

 other services

Put four decades of Wall Street experience to work for you. 

​

Custom company and industry Research

​

Business Appraisals

​

Expert Witness

​

Transaction Assistance

and Explanations

​

Compliance

​

Investor Relations

​

Fees range from ZERO for ready answers to a lot more, depending on what you need.