About Us

Windgate Wealth Management Has Been Helping Families Reach Their Financial Goals for Over 25 Years

Our purpose of educating and guiding individual investors dates back to our Founder Dr. Gerald Perritt's experience as the first executive director of the American Association of Individual Investors (A.A.I.I.):
  • 1978
    Dr. Gerald Perritt serves as first executive director of the American Association of Individual Investors (A.A.I.I.)
  • 1982
    Investment Information Services (IIS) is formed to publish investment advisory newsletter, including Investment Horizons, Mutual Fund Newsletter and Blue Chip Value
  • 1987
    The All Weather Portfolio, a strategic asset allocation strategy, is launched Perritt Investments is established as an investment advisor as readers and IIS subscribers wish to become investors following turbulent markets
  • 1988
    The firm launches its smaller company strategy in a mutual fund format, the Perritt MicroCap Opportunities Fund
  • 1994
    Perritt Investments changes name to Perritt Capital Management, Inc.
  • 2010
    Perritt Capital Management, Inc. completes succession plan as founder Dr. Gerald Perritt transfers majority ownership stake to Michael Corbett
  • 2012
    Key employees including all members of investment team attain ownership stake in Perritt Capital Management, Inc.
  • 2013
    Perritt Capital Management, Inc.’s Private Wealth Management business is re-branded as Windgate Wealth Management
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