A. J. Perry & Co.

A. J. Perry & Company provides discretionary portfolio management and ongoing investment advice primarily to individual clients—both non‑high‑net‑worth and a substantial portion of high‑net‑worth households—and also serves pension and profit‑sharing plans, charitable organizations and other corporations. The firm implements client-directed accounts held at institutional custodians and manages portfolios largely through no‑load mutual funds to meet individual objectives.

Its investment approach emphasizes diversified, low‑turnover mutual‑fund allocations tailored to each client, continuous monitoring, and at‑least‑quarterly account reviews; the firm will, in some cases, retain individual client securities. A. J. Perry purchases third‑party research (e.g., Morningstar and The Wall Street Journal) and seeks to limit trading activity to reduce realized capital gains and transaction costs.

Noteworthy features for a small firm include a long track record and concentrated ownership while managing roughly $108.8 million across about 95 client accounts, with most assets managed on a discretionary basis. The firm maintains a policy of not accepting commissions or participating in wrap programs, does not custody client assets, obtains broad discretionary authority (while accommodating client‑specified limits such as “green” investments), and permits employees to invest in the same large, open‑ended mutual funds subject to internal oversight.