• Who We Serve

Who We Serve

Peregrine works for over 330 families that rely on our work to achieve financial independence and beyond. We are seasoned for this job since our staff has over 30 years of experience. In fact, many of our client-families have been with us for this entire time. Many of our clients come from within our industry and are very sophisticated about financial matters.

Our work is crucial for all of our clients. Naturally, our practice is multi-generational. The children of our clients establish investment needs of their own in order to eventually build financial independence.

Your assets are held at either Fidelity or Schwab which are NYSE and NASD member brokerage firms. All of these accounts carry government insurance through the SIPC.

You are able to view your assets online. You also receive monthly statements and complete records of all of the business that you do with Peregrine.

Total client assets managed by Peregrine are north of $340 million.

How We Work

We didn’t become the expert investment managers we are today by organizing a client’s financial portfolio, letting it sit, and crossing our fingers that it does well.

Our team is anything but passive market players. Instead, we actively seek out the best stocks—the ones you recognize, that are in the news and that go up the most—and use a process of market detection to determine the smartest times to buy and sell so you immediately see return.

Our goal is to give you a financial edge. And when markets go down and the investment environment is harsh, it is our job at Peregrine to make sure you don’t lose money and your account stays level.

We help grow your money in good times and protect it in bad times.

What You Get

By working with Peregrine, you’ll get the promise of potentially extraordinary results.

  • Finally affording the mortgage of your dream house.
  • Retiring ten years before you ever imagined.
  • Paying for college, or the boat, or the vacation home that your family can travel to each year to build long-lasting memories.

The possibilities are endless with the right team behind you, looking out for your best financial interests and sharing in those dreams.

The best part? You won’t need to do a thing. By and large, every dollar you invest with Peregrine, you’re going to get more back.

And don’t worry, we treat every client the same: we buy the same stocks for every single client regardless of the size of the account, and work so that everyone makes money uniformly.

At Peregrine, we are a family, and we want everyone to win financially.

Contact us today to learn more about investing with Peregrine Asset Advisers.

Grow with our family, and we’ll grow your money.

*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.