Considering a Move? Consider Perigon.
Join us and get the support you need to thrive
We are a culture-driven organization that values entrepreneurial spirit. We also value autonomy and excel at collaboration. You won’t have to fly solo here.
Leverage complementary skill sets and our intellectual capital to present a strong team behind you whenever you compete for new opportunities.
Focus on building relationships while we free you from day-to-day operational overhead.
Count on our flexible technology infrastructure and support across leading platforms.
Realize your entrepreneurial potential backed by our knowledgeable and experienced team.
Growth
We have the capital, technology, relationships and experience to help you grow your practice.
Organic Growth
- Acquisition & Succession Opportunities
- Marketing & biz dev support
- Ongoing, firm wide digital content, social media and marketing campaigns
- Thought leadership & conference speaking engagements
- Company, client & COI events
Inorganic Growth
- Dedicated leadership for M&A
- Access to capital through strategic partnership with Merchant Investment Management
- Actively recruit & onboard for hubs
- Deep relationships with custodians
- Full-service deal structure and transition support
Merchant Investment Management is our strategic partner that was engaged to provide business infrastructure, institutional grade investment solutions and extensive management experience in an effort to unlock more value and investment access for our clients. (www.merchantim.com)
Merchant brings decades of experience and resources having held senior leadership roles in numerous global financial institutions, including Apollo Global Management, Goldman Sachs, Eton Park Capital, Skybridge Capital, Focus Financial, Dynasty Financial Partners and Purshe Kaplan Sterling Investments.
Investment Philosophy
Perigon has an open architecture platform for new advisors, with many services available to suit different advisor and client investment preferences.
We are willing to embrace legacy strategies and portfolio positions to be tax efficient and allow advisors to continue the investment strategies their clients value.
Perigon empowers clients who want to invest with their values. We believe sustainable investing can support more resilient portfolios and healthier, smarter capitalism.
Our general belief is that core portfolio should be placed in cost effective strategies in public equities and fixed income.
We believe Alternative Investments can be used to achieve portfolio diversification, lower correlation to traditional assets, and higher income returns for risk tolerant investors.
Flexibility
Perigon has deep strategic relationships to give you the flexibility you need to deliver world class service to your clients.
Custodians
Partners
Family Office Solutions
Perigon Private Wealth is a full-service Family Office Solution for advisors serving ultra-high net worth families.
Family
- Lifestyle Organization
- Family Office Administration
- Training & Education
- Complex Estate Planning
Finance
- Holistic Investment Management Complex Tax & Estate Planning
- Business Consulting
- Financial Advisory Services
Legacy
- Foundation & Trust Management
- Charitable Giving
- Philanthropic Goal Setting
- Personal Giving Strategy
Risk
- Tax & Legal Advisory
- Training & Education
- Compliance & Regulatory Assistance
- Risk Management & Insurance
We’re built to make your next move easy.
Opportunity is one thing. Attending to the critical details is another. Your team at Perigon is experienced and ready to make a professional transition smooth.
In house transition specialists
Custodial transition specialists
Compliance oversight
Tech & Ops transition support
Executive oversight
Administrative support
Paperwork and account setup
Legal guidance
Set up a confidential, exploratory call to learn more about why advisors from wirehouses, RIAs, aggregators, hybrids and broker/dealers choose Perigon.