Build a Defensive Perimeter Around Your Wealth.
Asset Management for the Next Phase of Your Life.
Perimeter Investments specializes in serving individuals nearing or in retirement who prioritize capital preservation over aggressive risk. You will invest alongside the manager — in the same stocks, with the same conviction. We are an independent, fee-only advisory firm based in Littleton, Colorado.
Because of our founder's personal medical journey, Perimeter holds a place for families navigating the maelstrom of financial challenges following Traumatic Brain Injuries and life-altering medical events. We understand that risk isn't just a mathematical formula — it is a human reality.
Schedule a Conversation