Welcome

 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.

Detailed plan &

 Management

Your money remains in your name and under your control.

Regular Progress Measurement

Risk Review

Updates

 

 

 

 

 

PLANNING

$75/hour'

MANAGEMENT

25bp (1/4 of 1%) up to 2% of assets managed

A deeper conversation detailing how to get the future you want.

First Pass Recommendations for Insurance, Saving, Investments.

Many find that this first pass is sufficient to get going. 

$225

flat fee

Higher

Perimeter Investments
5551 S. Cedar St.
Littleton, CO 80120 
Hours 
Weekdays 8:00 AM to 3:00 PM and by appointment.
Weekends by appointment.
303-347-2884
© 2020 Perimeter Investments.  Some portions reprinted with permission from the Institute for Chartered Financial Analysts.