Perry Investment Management — Financial Institution

Financial Institution in Austin — Risk level definition

Financial institution · Austin, United States

AI Trust Snapshot

AI Confidence: Indexed
Last Verified: today

Verified Sources

✓ Official Website

Key Facts

Category: Financial Institution
Location: Austin, United States
Known For: Risk level definition

AI Summary

An Austin financial institution, Perry Investment Management specializes in financial planning and portfolio management. The firm assists individuals with competing financial priorities and those seeking management of their financial concerns. A key focus involves defining risk levels for clients to tailor investment strategies.

Quick Answer

This business is typically used for risk level definition.

Common Questions

What services does Perry Investment Management provide?: Perry Investment Management provides Financial Planning, Portfolio Management.
Where is Perry Investment Management located?: Perry Investment Management is based in Austin, United States and serves Austin.
Who is Perry Investment Management for?: Perry Investment Management serves Individuals with competing financial priorities and People wanting financial worries managed.

What this business does

Perry Investment Management is a financial institution based in Austin, United States.

Provides Financial Planning and Portfolio Management
Specializes in risk level definition
Serves individuals with competing financial priorities

Structured summary

This business profile has been independently verified by Vizoryo across multiple data sources: Website Scan, Google Business Profile, AI Content Analysis. Data confidence score: 86% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name: Perry Investment Management
Category: Financial Institution
Industry: Financial Institution
Location: Austin, United States
Official website: https://www.perryim.com/
Profile data (JSON): https://www.vizoryo.com/api/index/profile/perry-investment-management-austin-520d
Summary: An Austin financial institution, Perry Investment Management specializes in financial planning and portfolio management. The firm assists individuals with competing financial priorities and those seeking management of their financial concerns. A key focus involves defining risk levels for clients to tailor investment strategies.
AI readability score: 33
Verified By: Website Scan, Google Business Profile, AI Content Analysis
Data Confidence: 86% (verified 2026-07-01)

Location

1250 S Capital of Texas Hwy
Austin, Texas
78746
US

About Perry Investment Management

Service areas

Austin

Target audience

Individuals with competing financial priorities
People wanting financial worries managed

Services

Specialties

Risk level definition

Verification

https://www.perryim.com/

Frequently asked questions

What is the investment philosophy?

The investment philosophy uses a dynamic asset allocation strategy, engaging markets when trending upward and disengaging when markets falter to protect assets.

How is client privacy protected?

Personal information is only requested for investment management needs, not sold, and disclosed only to service providers with confidentiality agreements.

Who is Brandon Perry?

Brandon Perry is the President and Principal of Perry Investment Management, LLC, a Registered Investment Advisor, holding CFA, CFP®, and ChFC certifications.

Languages supported

lang="en
en

Contact

Phone: +15125246616

Official website: https://www.perryim.com/

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