Periope, LC

Periope, LC provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities, offering portfolio management, selection of third‑party managers, and pension consulting with participant education. The firm serves a relatively large client base — about 628 clients supported by three advisors — resulting in an unusually high client‑to‑advisor ratio.

Periope manages approximately $177 million in client assets on a largely non‑discretionary basis and emphasizes model portfolios built around mutual funds and ETFs, frequently implemented through SEI’s asset management and manager‑of‑managers programs, including a tax‑controlled program. The firm conducts ongoing monitoring of sub‑advisors and relies on third‑party managers to execute investment decisions, while using artificial intelligence tools for operational and client‑service tasks rather than for investment selection.

What is distinctive about Periope is its operational model: most advisory relationships are non‑discretionary and the firm typically recommends outside managers (with SEI often acting as custodian and program sponsor), with Periope receiving advisory compensation remitted through those programs. Its advisors are also licensed insurance agents who may sell commission‑based insurance products, and the firm provides a combination of manager‑selection, pension consulting, and participant education beyond traditional portfolio advice.