Market Insights

2020 Q1: Trade, Brexit, Politics and Virus: What’s Driving Markets Today?

The Webinar will Cover the Following Points of Discussion: What a difference a year makes; 2019 in review Trade and Politics…storm clouds on the horizon? ...

2019 Q4: Owner to Investor — Following a Written Investment Plan and Discussing Wealth with Family

Business owners exit only once, and as they do, they must transition from running a business to managing a portfolio. Running a successful business means ...

2019 Q2 Market Commentary

Stock markets in the U.S., as measured by the Standard and Poor's 500 (S&P 500), continued their march to recovery during the second quarter. Recently, ...

2019 Q1 Market Commentary

The Standard and Poor’s 500 (S&P 500), a measure of U.S. stock market performance, started 2019 coming off the heels of a significant correction (some ...

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.