About Us
Peregrine is a client-centric boutique investment firm. Our primary focus is on satisfying the needs of our clients, and our decision-making is driven by what…
Philosophy
We believe that in order to be successful investors and advisors, we must subscribe to a fundamentally sound investment philosophy, implement it effectively…
Process
Depending on the client’s investment objectives and financial circumstances, we allocate the portfolio across various asset classes including global equities…
Value Proposition
We think Peregrine offers clients an attractive value proposition that sets us apart...
Peregrine Investment Advisors, LLC is an independent, fee-only investment advisor that provides discretionary asset management services to individuals, trusts, estates, businesses and charitable organizations. Client portfolios are allocated among equity and fixed income investments according to the client’s designated objectives.
Peregrine is registered with the U.S. Securities and Exchange Commission and is subject to fiduciary and regulatory obligations under the Investment Advisers Act of 1940. The firm has adopted compliance policies and procedures, adheres to a code of ethics and fosters a client-centric culture focused on integrity and excellence.
Peregrine receives 100% of its compensation from asset-based advisory fees paid by clients. The firm is employee-owned, has offices just outside of Jackson, MS and Atlanta, GA, and maintains both local and out-of-state client relationships.
