• Investment Pyramid

Investment Pyramid


Holistic Approach

Every day, we come to work with the single minded focus of investing your money so that your assets will grow. How do we do this?

Your money is invested holistically. This means we consider broad economic conditions, the health of the stock market, and the driving forces behind company stock price valuations, when building your portfolio.

You gain from this holistic approach. We apply it in a way to achieve short term trading profits. This takes advantage of daily and weekly market movements that we anticipate. You can see we consider this to be the foundation of your investment gains.

You also gain from a holistic approach by investing in stocks holding the brightest prospects for long term appreciation. We call these, “Monument Companies”. Monuments are difficult to find but these make a significant difference to investors. We ask ourselves, which companies are in the most attractive industry and are positioned to face the brightest future?

Finally, you will gain from a holistic approach by receiving income in your portfolio. You will earn income from dividends and interest payments.

*Past Performance is no guarantee of future results. Investment management involves the possibility of losses. Significant general stock market moves up and down can influence the performance of client portfolios. Composite returns are based on client portfolios of over $100,000. Not all clients are included in the composites. All returns include the reinvestment of dividends. All returns are net of fees. Composite returns are derived from aggregated, time weighted returns for clients of Peregrine Asset Advisers. Individual client returns can deviate from the composite returns. While Peregrine uses the S&P 500 as a benchmark, Peregrine does not attempt to mimic the structure of this index. Individual client portfolios vary. The number of stock positions also varies per client.