ClaroConnect.com - Steve Persky, Dalton Investments, 12424 Wilshire Boulevard, Suite 600 Los Angeles CA

	Home \| About Us \| Subscriber Login \| Contact Us

Professional Profile
Learn more about this professional. Contact this professional to set up a meeting.


Steve Persky

Title:	Founder & Managing Partner

Firm Name:	Dalton Investments

Location:	12424 Wilshire Boulevard, Suite 600 Los Angeles CA

Company Size:	19

Print Profile

Services offered:

Portfolio Management , Retirement Savings , College Savings , Stocks/ Bonds , Charities/ Foundations

Qualifications:

CFA (Chartered Financial Analyst)

Minimum Account Size:

$500,000.00

Fee Structures:

Asset Based Fee

Years of experience:

Education:

A.B from Harvard College (1980)
CFA charter holder (1994)

Age:

Foreign Languages:

Mandarin , English

Religion:

Jewish

My value to clients:

We are fiduciairies and promise integrity. We manage your money like we manage our own. We strive to deliver top flight, objective investment advice to our clients. We are a fee-only investment advisor. Our interest is aligned with yours.

We provide customized, tax-efficient portfolio management to professionals, executives, and business owners. We structure and manage investment portfolios, designed to achieve the financial goals of our clients. These goals may include funding retirement, legacy giving, college saving, income generation, or wealth preservation.

Investment/ Business Philosophy:

Successful investment management is a function of taking the right risks. Asset allocation, based on client objectives and risk tolerance, drives our performance. We diversify our clients' portfolios to avoid unnecessary and risky concentrations and to reduce performance volatility on the total portfolio. We achieve our desired asset allocation by employing low-cost, tax efficient vehicles such as index funds and exchange traded funds (ETF'S).

We are fee-only investment advisors and our interest is aligned with yours.

Our team is highly qualified to work closely with our clients. Ms. Zimmerman a CFA charterholder (1995) works exclusively with our high net work clients and was formerly a member of the senior management team, investment policy committee and headed the global fixed - income group at Payen & Rygel. Our team is further supported by by our Chief Financial Officer who earned his MBA in Finance from Cornerll University, our Vice President, Compliance & Legal Affairs who holds a JD from Suffolk University Law School and is a member of the New York and Pennsylvania Bar, and our Portfolio Administrator who has over 15 years in the financial operations field and was previously a Vice President of Institutional Operations for Bernzott Capital Advisors.

Target Clients:

Our clients are individuals and families seeking a sophisticated approach from highly-qualified, experienced financial professionals. Our website can be found at www.daltonadvisors.com.

Personal/ Additional Details:

Mr. Persky provides investment counseling and manages portfolios for Dalton Advisors' high net worth clients. He also oversees U.S. operations for Dalton Investments LLC and serves as risk manager. Prior to founding Dalton Mr. Persky was a Vice President at Payden & Rygel, a Los Angeles based investment advisor where he managed institutional fixed income portfolios. Mr. Persky worked for Salomon Brothers in New York and Tokyo where he worked in the fixed income trading division. He began his financial career over 25 years ago at Citibank where he was a senior credit officer.