Investment Insights

These short, conversational videos provide the Persium team's latest perspective regarding the ever changing economic and investment environment.

2016 Q4 Market Commentary

At the end of the second quarter, uncertainty was on the rise, the geopolitical environment was fragile, and financial markets appeared susceptible to shocks. Global ...

2016 Q3 Market Commentary

“There are decades when nothing happens, and there are weeks where decades happen.” – Vladimir Lenin   For the past couple of weeks, financial markets ...

2016 Q2 Market Commentary

The old adage says that “time in the market” is more important than “timing the market.” Anyone who needed a reminder of that truth got ...

2016 Q1 Market Commentary

As we begin each New Year, it is good to reflect on the year that just ended and what we may have learned from it. ...

2015 Q4 Market Commentary

The third quarter of 2015 may be remembered as the time when investment market volatility returned with a vengeance. The US Federal Open Market Committee, ...

2015 Q3 Market Commentary

With all of the headlines during the second quarter of 2015, we are going to spend this market commentary looking backward and discussing how they ...

2015 Q2 Market Commentary

"More money has been lost reaching for yield than at the point of a gun."–Raymond DeVoe, Jr.   "The Stock Market is designed to transfer ...

2015 Q1 Market Commentary

Things are not always as they seem; the first appearance deceives many.–Phaedrus Success tempts many to their ruin.–Phaedrus By: Stephen Griner, Chief Investment Officer I ...

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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.