Perry Investment Management — Financial Institution, Austin

Financial Institution in Austin — Risk level definition

Financial institution · Austin, United States

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
1 months ago

Corroborated public 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

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. Key services include Financial Planning, Portfolio Management.

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

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 3 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 86% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. 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
Data Consistency
86% (checked 2026-07-01)
Verification Status
Auto-indexed
Sources cross-checked
3 independent public sources

Location

1250 S Capital of Texas Hwy
Austin, Texas
78746
US

About Perry Investment Management

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.

Service areas

  • Austin

Target audience

  • Individuals with competing financial priorities
  • People wanting financial worries managed

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

  • en

Contact

Phone: +15125246616

Official website:

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