Perimeter Investments is an asset management firm located in Littleton, Colorado, founded in 2017. The firm specializes in managing portfolios and provides advisory services for individuals, institutions, and businesses. Perimeter Investments focuses on helping clients preserve and increase their wealth through a long/short value-driven investment strategy, utilizing equities, debt, options, and other financial instruments. The firm operates with discretionary authority, meaning it makes day-to-day transaction decisions on behalf of clients using Charles Schwab as the custodian. Clients have access to an initial complimentary meeting, after which investment advisory services begin once goals and costs are agreed upon. Gerard Hallaren serves as the managing member and sole investment adviser representative, holding a Chartered Financial Analyst designation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged as an annual percentage of assets under management, billed quarterly in arrears, and will never exceed 2.00%. Fees vary based on portfolio size and complexity, and are negotiable in certain circumstances.