About Us
Peraltas Group
Is a passionate team of innovators dedicated to helping our clients compete and thrive in the ever-changing investment management industry. Our success today is rooted in our over 50 years of combined experience and driven by the success of our clients.
With a deep understanding of your needs, now and in the future, we aim to function as an extension of your interests, providing you with measurabele performance, guidance operational solutions you need to reach your individual and business goals.
Our Difference
Our growth is fueled by teamwork and diversity. As a company, we reward innovation and professionalism, and support personal development.
At the cornerstone of our business philosophy are the four principles by which we guide our decisions, shape our culture, and drive our clients’ success: Committed to our Clients’ Success, Take Ownership, Inspire Our Teammates, and Innovate Intelligently.
Our firm vision is to operate as an independent investment group, which provides us the flexibility to acquire the resources to serve the needs of our clients. Our entire firm meets every Monday morning to review client, firm and individual goals for that week, so every employee knows exactly what our client service and retention goals are. Once a month, all equity owners meet at a Partner’s meeting to discuss new business, client activity, resources needed, firm goals and profitability. In addition, once a quarter, all partners attend a half-day firm strategic session. These meetings focus on mid- and long-term firm initiatives and client service level reviews.
OFFICE
321-766-4266
info@peraltasgroup.com
ADDRESS
496 Ponderosa Drive Ste 6a, Saint Cloud, FL 34769
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