A Culture of Outreach and Career Development

Outreach and career development are vital to our mission of “enhancing the financial freedom for clients, employees, and our community.” Our company culture rewards teamwork and continuous improvement.

Getting Naked

The team at Persium can achieve very little without creating and earning trust with clients and with each other. To guide us, we follow the principles of best-selling author Patrick Lencioni’s book, Getting Naked, with prospective clients, current clients, and our co-workers. Author Lencioni suggests that Getting Naked is, “the definitive primer on how to build relationships in business (and in life) that are at once authentic, fruitful, and lasting.” Learn more about this book.

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Catalytic Coaching

At Persium our greatest strength is our people. We recognize we need to constantly raise the bar for our current and future team members. Persium uses Catalytic Coaching to help and guide our associates’ career development. With help from managers, employees construct customized Development Plans that address current and future career opportunities. Learn more about Catalytic Coaching.

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C5 Georgia

Persium employees give their time, talent and treasure to an outreach program called C5 Georgia a leadership development program for local disadvantaged middle school and high school students. The mission of C5 is to change the odds for high-potential teens from risk-filled environments, inspiring them to pursue personal success and preparing them for leadership roles in college, work and their communities. Employees participate in projects on-site at C5’s camp and host a Sunday BBQ for students during their time at summer camp. To learn more about this outreach program, visit C5 of Georgia.

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ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.