Private Clients
Who are Bryan Perry’s Private Clients?
Today’s volatility presents a unique challenge to individuals nearing retirement - or who have already retired.
On the one hand, investments should provide an opportunity for growth but by not actively rebalancing investments to adjust for market movement and potential changes in market conditions, investors could open themselves to additional risk that could negatively affect their nest eggs.
Mint Asset Management, LLC, is happy to announce that together with Bryan Perry, we have launched Bryan Perry’s exclusively managed investment portfolios for his clients. You may know Bryan as an author and editor of a number of newsletters on investing. Bryan has decades of experience providing investment research to thousands of individual followers.
Bryan’s private client services is designed to bring active management for investors who are looking for help with diversification, risk and volatility management with a focus on growth and income strategies in today’s market for tomorrow’s potential.
After 35+ years in the markets managing accounts, Bryan Perry started his private clients’ investment portfolios to help investors during these changing times. He is specifically focused on helping investors create portfolios that will strive to help them deal with inflationary and recessionary pressures.
Instead of working with old, outdated models of growth, Bryan draws on his experience to continuously adjust his strategies for the world we live in today.
One needs to plan for risk. One needs to plan for volatility. And one needs to plan for growth and a steady income. Connect with Bryan Perry today and see how he can help with your needs.
On the one hand, investments should provide an opportunity for growth but by not actively rebalancing investments to adjust for market movement and potential changes in market conditions, investors could open themselves to additional risk that could negatively affect their nest eggs.
Mint Asset Management, LLC, is happy to announce that together with Bryan Perry, we have launched Bryan Perry’s exclusively managed investment portfolios for his clients. You may know Bryan as an author and editor of a number of newsletters on investing. Bryan has decades of experience providing investment research to thousands of individual followers.
Bryan’s private client services is designed to bring active management for investors who are looking for help with diversification, risk and volatility management with a focus on growth and income strategies in today’s market for tomorrow’s potential.
After 35+ years in the markets managing accounts, Bryan Perry started his private clients’ investment portfolios to help investors during these changing times. He is specifically focused on helping investors create portfolios that will strive to help them deal with inflationary and recessionary pressures.
Instead of working with old, outdated models of growth, Bryan draws on his experience to continuously adjust his strategies for the world we live in today.
One needs to plan for risk. One needs to plan for volatility. And one needs to plan for growth and a steady income. Connect with Bryan Perry today and see how he can help with your needs.
Investments tailored
to our clients
Bryan’s multi-focused investment strategies are designed to be tailored to an investor’s risk tolerance and investment goals.
Clear risk management
combined with growth
With these multi-focused investment strategies, Bryan Perry can help allocate investments towards specific goals, whether that’s more risk-averse management, growth- or income-focused, or a blend based on one’s priorities.
Research-backed
investment
Bryan Perry’s research does the heavy lifting - cutting through the noise of the market and focusing on a top-down view of the market and a ground-up, specific investment evaluation.
Trust and transparency
We can’t properly serve our clients without their trust. That’s why Bryan Perry’s private clients is built around open, honest communication every step of the way. Ongoing reviews, assessments, and guidance help investors understand where their money is invested and why.
Any questions, concerns, or just want to say “hi”? Our doors are wide open.
No issue is too small - we want each client to feel like our exclusive private client group family member.
What We Offer
Simple, Competitive Fees
At Mint Asset Management, we don’t want high, complex fee structures to interfere with our client’s ability to reach their investment goals.
Here with Bryan Perry’s Private Clients we offer a simple, straightforward incentivized fee structure: our compensation grows as our clients’ portfolios grow.
A Focus on
Our Clients’ Interests
This ‘grow with our clients’ approach encourages our team to focus solely on our clients’ short and long-term goals.
Our “top-down” approach to investing starts with our client’s goals, so we can build portfolio mixes to match their short-term and long-term needs.
Our Clear, Step-By-Step Process to Helping Our Clients
Step 1: Review goals and each person’s unique situation in detail
Step 2: Review clients’ current portfolio
Step 3: Discuss an investment plan for portfolio allocations
Step 4: Implement new investment strategies within investment accounts
Step 5: Actively manage portfolios and offer ongoing support
Meet The Team
Bryan Perry
Chief Investment Strategist and Portfolio Manager
Bryan Perry is Mint Asset Management LLC Chief Investment Strategist and Portfolio Manager. As a Wall Street market veteran of 38 years, Bryan encompasses a vast hands-on history of working with both retail and institutional clients. In serving the institutional and hedge fund industry, Bryan spent more than 20 years working as a financial adviser for major Wall Street firms, including Bear Stearns, Paine Webber and Lehman Brothers.
Bryan managed and traded high-yield bonds, convertible bonds, municipal bonds, preferred debt and cash management instruments for his institutional clients. On the retail side, Bryan has primarily managed high net-worth clients, crafting portfolios that strive to target high alpha, and low beta returns.
As a student of sector rotation, Bryan has adopted the time-tested methodology of approaching investing on behalf of clients utilizing top-down sector analysis combined with bottoms-up stock selection using fundamental research coupled with technical overlays.
Bryan is a frequent contributor to investor publications Forbes and CBS MarketWatch and a featured guest on CBS Radio, CNBC, Fox Business News, Bloomberg Business and Nightly Business Report. Co-hosted weekly financial news shows on a Bloomberg affiliate radio network. He often participates as a guest speaker on numerous investment forums and regional money shows around the nation and is a regular weekly guest on Los Angeles based KABC “Mottek On Money”.
Publisher of numerous articles and the investor’s handbook entitled “25% Cash Machine”. Currently, Bryan is a Senior Editor for a national financial publishing company where he provides investment commentary, and educational and training workshops for weekly and monthly subscribers.
Born in Palo Alto, California, Bryan grew up in the early entrepreneurial days around Stanford University, attending start-up breakfast meetings with his father with the likes of David Packard and Bill Hewitt, at the time working out of their garage. Bryan graduated from Virginia Tech in 1982 with a BA in political science and a minor in business. He competed in track and field at the national level and lives in Glen Allen, Virginia with his wife Shelly of 37 years and is the proud father of two sons and three grandsons.
When time affords being away from the financial markets, Bryan and Shelly enjoy touring the National Parks throughout the U.S., attending Broadway theater shows and finding opportunities to serve in our community.
Bryan managed and traded high-yield bonds, convertible bonds, municipal bonds, preferred debt and cash management instruments for his institutional clients. On the retail side, Bryan has primarily managed high net-worth clients, crafting portfolios that strive to target high alpha, and low beta returns.
As a student of sector rotation, Bryan has adopted the time-tested methodology of approaching investing on behalf of clients utilizing top-down sector analysis combined with bottoms-up stock selection using fundamental research coupled with technical overlays.
Bryan is a frequent contributor to investor publications Forbes and CBS MarketWatch and a featured guest on CBS Radio, CNBC, Fox Business News, Bloomberg Business and Nightly Business Report. Co-hosted weekly financial news shows on a Bloomberg affiliate radio network. He often participates as a guest speaker on numerous investment forums and regional money shows around the nation and is a regular weekly guest on Los Angeles based KABC “Mottek On Money”.
Publisher of numerous articles and the investor’s handbook entitled “25% Cash Machine”. Currently, Bryan is a Senior Editor for a national financial publishing company where he provides investment commentary, and educational and training workshops for weekly and monthly subscribers.
Born in Palo Alto, California, Bryan grew up in the early entrepreneurial days around Stanford University, attending start-up breakfast meetings with his father with the likes of David Packard and Bill Hewitt, at the time working out of their garage. Bryan graduated from Virginia Tech in 1982 with a BA in political science and a minor in business. He competed in track and field at the national level and lives in Glen Allen, Virginia with his wife Shelly of 37 years and is the proud father of two sons and three grandsons.
When time affords being away from the financial markets, Bryan and Shelly enjoy touring the National Parks throughout the U.S., attending Broadway theater shows and finding opportunities to serve in our community.
Steven Fishman
Chief Executive Officer and Co-Founder
Steven Fishman, is the Co-Founder and Chief Executive Officer of Mint Asset Management, LLC. Steven is a highly experienced professional with extensive experience in the asset management and the financial publishing industries. He has a strong focus on management, compliance, operations, and marketing and has been instrumental in driving growth and success for the companies he has worked with.
Steven oversaw all aspects of Leeb Capital Management Inc. business operations during his 14-year tenure as Chief Operation Officer and Chief Compliance Officer. He was responsible for ensuring that the company's activities were conducted in compliance with regulatory requirements and industry standards, managing the business in a compliant manner, and leading the company through several bear markets. Steven's operations and risk management expertise enabled Leeb Capital Management to achieve their corporate goal.
Since 2011, Steven has leveraged his expertise as a consultant to high-profile investment management and publishing companies including, Navellier & Associates, Inc. Belpointe OZ and many more. He has provided valuable insights into management, compliance, operations, and marketing, helping his clients grow their businesses and achieve their objectives.
Steven holds a bachelor’s degree in Finance and resides in the NYC area with his wife and two children. He continues to be a respected figure in the asset management and financial publishing industry.
Steven oversaw all aspects of Leeb Capital Management Inc. business operations during his 14-year tenure as Chief Operation Officer and Chief Compliance Officer. He was responsible for ensuring that the company's activities were conducted in compliance with regulatory requirements and industry standards, managing the business in a compliant manner, and leading the company through several bear markets. Steven's operations and risk management expertise enabled Leeb Capital Management to achieve their corporate goal.
Since 2011, Steven has leveraged his expertise as a consultant to high-profile investment management and publishing companies including, Navellier & Associates, Inc. Belpointe OZ and many more. He has provided valuable insights into management, compliance, operations, and marketing, helping his clients grow their businesses and achieve their objectives.
Steven holds a bachelor’s degree in Finance and resides in the NYC area with his wife and two children. He continues to be a respected figure in the asset management and financial publishing industry.
Jeffrey Greenberg
Chief Marketing Officer and Co-Founder
At Mint Asset Management, LLC, we pride ourselves on delivering exceptional client experiences, and our co-founder Jeffrey Greenberg has been instrumental in helping us achieve this. Throughout his impressive career, Jeff has focused on building strong relationships with clients and providing them with unique educational programs to enhance their understanding of investments.
With over 30 years of experience in driving customer-centric innovation and growth, Jeff has a wealth of knowledge to draw upon. He has worked with many celebrities and owned his own investment and health publishing and consulting businesses. Included is a wide range of well known brands, including Louis Ruykeyser, Forbes, MorningStar, Richard Simmons, Drs. Joy Browne and Joyce Brothers, Mauldin Economics, and Wyatt Investment Research to name just a few. He was instrumental in bringing Bryan Perry to Mint Asset Management, LLC.
Jeff holds a master’s in business administration (marketing) and a bachelor’s degree in mass communications from St. John’s University and Queens College, respectively. Outside of work, he enjoys creating adapted Picasso paintings, playing tennis, and teaching pickleball.
We're proud to have Jeff as part of our team, and we know that our clients benefit greatly from his expertise and dedication.
With over 30 years of experience in driving customer-centric innovation and growth, Jeff has a wealth of knowledge to draw upon. He has worked with many celebrities and owned his own investment and health publishing and consulting businesses. Included is a wide range of well known brands, including Louis Ruykeyser, Forbes, MorningStar, Richard Simmons, Drs. Joy Browne and Joyce Brothers, Mauldin Economics, and Wyatt Investment Research to name just a few. He was instrumental in bringing Bryan Perry to Mint Asset Management, LLC.
Jeff holds a master’s in business administration (marketing) and a bachelor’s degree in mass communications from St. John’s University and Queens College, respectively. Outside of work, he enjoys creating adapted Picasso paintings, playing tennis, and teaching pickleball.
We're proud to have Jeff as part of our team, and we know that our clients benefit greatly from his expertise and dedication.
Amy Fike
Client Experience Specialist
Amy Fike has more than 10 years of executive, financial, and marketing experience as an Executive Director, Finance Manager, and Database Analyst. Her industry background includes experience with marketing campaigns, portfolio management and CRM software, product support, due diligence, and database implementation.
Amy received her business and marketing degree from the University of Maryland Global College and is currently pursuing her psychology degree from Capella University.
Amy received her business and marketing degree from the University of Maryland Global College and is currently pursuing her psychology degree from Capella University.
Shelbey Bateman
Client Experience Specialist
Shelbey Bateman has worked in the financial industry for over seven years with a primary focus on client data management, billing, and reporting. In early 2020, she began a new leadership role in Client Services aiding in the support to multiple financial advisors across the United States. This role has led her to quickly comprehend the needs of her advisors, as well as ensuring that all clients’ needs are taken care of with precision and timeliness.
Shelbey graduated from the University of Phoenix in 2018 with a Bachelor’s of Science Degree in Accounting, and again in June of 2020 obtaining her Masters of Business Administration. Outside of work, she enjoys spending time with family and friends, reading books, taking part in her Mom’s podcast, and spoiling her cats.
Shelbey graduated from the University of Phoenix in 2018 with a Bachelor’s of Science Degree in Accounting, and again in June of 2020 obtaining her Masters of Business Administration. Outside of work, she enjoys spending time with family and friends, reading books, taking part in her Mom’s podcast, and spoiling her cats.
