At Perry Investment Management, we understand that in today’s world, your privacy is critical to your peace of mind. We understand that our relationship is one built on trust not only in how we handle your investments but in how we protect your personal information.

With that trust in mind, we want to let you know how we handle your personal information.

  • First, we will only ask you for personal information that we need to serve your investment management needs.
  • Second, we will not sell your personal information to anyone.
  • Third, we will only disclose your personal information to others when they are providing services for us and when we have confidentiality agreements in place with them that they will not use your personal information in any way other than to provide the services we have asked them to provide.
  • Fourth, our commitment to protecting your personal information goes beyond our investment management relationship; if you choose not to use us for your investment management needs, our commitment to protecting your personal information will not change.

Please understand that there are some instances where we may be required by law to disclose your personal information, in which case we are committed to operating our business in a lawful manner.

We also understand that your personal information is just that, yours. So, if you ever need us to provide your personal information to someone else, we will be glad to do so, but please don’t be offended if we ask for written authorization from you so we can be sure we’re handling your personal information how you want it handled.

We also want to let you know what types of personal information we will maintain on you.

  • First, we will maintain personal information included in your application for our services and in any other agreements or forms that may be needed for you to open an account with us.
  • Second, we will maintain personal information included in your financial information that we will need in order to provide you with investment management services that fit your needs.
  • Third, we will maintain personal information included in transaction-related records on your account, both records created by us in managing your account and records created by our service providers such as our securities broker-dealers.

While this is a brief overview of our commitment to the privacy of your personal information, we have additional internal policies and practices in place that provide physical, electronic, and procedural protections for your personal information designed to meet the legal requirements for our industry.

Terms of Use

Please read all of these Terms of Use before you use our website. If you cannot agree to these Terms of Use, please do not access our website. By using our website, you are deemed to accept these Terms of Use, whether or not you have actually read them. Please understand that we reserve the right to amend these Terms of Use at any time. By continuing to use our website, you are deemed to accept these Terms of Use as amended, whether or not you have actually read the amendments.

Terms of Usage

Please understand that our website is for information purposes only and is not intended to recommend or solicit the purchase or sale of any security or to offer our investment advisory services in any jurisdiction where we are not registered to provide such services, where we would not be exempt from registration, or where such offer would otherwise not be permitted by law. Please understand that you should not take anything on our website as financial or investment advice. Please also understand that we are not lawyers or accountants, and you should therefore not interpret our website to offer legal, accounting, or tax advice. Accordingly, we expressly disclaim all liability for actions you may take based on the information on our website.

Disclaimer of Warranty and Limitation of Liability

The information on our website is provided “AS-IS” and is provided without warranty of any kind, either express or implied, including without limitation the implied warranty of merchantability or fitness for a particular purpose. We do not warrant the accuracy of the information provided on our website, and we reserve the right to change the information on our website at any time. We also do not warrant the accuracy of the information provided on any third-party websites that may be linked from our website. These linked websites are subject to the control of persons other than us.  PERRY INVESTMENT MANAGEMENT WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL, INDIRECT, OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF OUR WEBSITE.

Texas Law Applies

By using our website, you acknowledge and agree that we are a Texas-based business located in Austin, Travis County, Texas and that any issue related to your use of our website will be governed by Texas law, exclusive of its conflicts of law principles. By using our website, you further agree that any issue related to your use of our website that requires court involvement will be brought exclusively before the state and/or federal courts located in Travis County, Texas, and you agree to waive any objections you may have to the jurisdiction and venue of such courts.





Brandon Perry, CFA, CFP®, ChFC



​1250 Capital of Texas Highway South
Building 3, Suite 400
Austin, TX 78746



​Email:      brandon@perryIM.com
Phone:    (512) 524-6616
Fax:         888.494.6064

Brandon Perry, CFA, CFP®, ChFC​ 

Brandon is a President and Principal of Perry Investment Management, LLC- a Registered Investment Advisor.