Management Process

Navigating the financial markets is very hazardous. The market's volatility and changing nature makes asset management extremely delicate. Our firm relieves this burden from our clients. Peregrine combines its investment experience with the best technology and trading tools offered in the industry. We are committed to our clients' getting the best representation possible in the marketplace.

We review the financial position and goals of each of our clients. Clients provide us with guidelines for capital growth, income, and risk levels. After these objectives are determined, Peregrine can implement a suitable asset allocation.

Peregrine embraces a thorough reporting process. Clients are provided a clear picture of the performance of their accounts.

Client assets are held at Fidelity Institutional Brokerage. Fidelity provides a monthly statement and confirmations on all business done with Peregrine.

Peregrine bases its fee on the value of its clients' accounts. We prosper when our clients prosper.

Investment Strategy

Peregrine uses dynamic portfolio management. This means that we change portfolios as the markets change. Our aim is to achieve growth and deliver investment objectives in both up and down markets.

Peregrine's perspective is that the financial markets evolve. Not only do markets fluctuate, but also the forces driving these price movements change as well. Peregrine attempts to determine which strategy is producing the best results and invest client assets in accordance with that model. We continually evaluate our indicators and their effectiveness.

Metaphorically, if bad weather hits the market environment, our firm would rather find sunny skies than hunker down and wait for the storm to pass. For example, Peregrine would not invest capital in securities that perform poorly and justify this decision on the basis that these securities will recover over time. We view time as our enemy in the business of asset growth.