Does Perigon manage tax-efficiency?
Yes. Tax efficiency and cost-effectiveness are at the heart of Perigon’s investment philosophy. By focusing on sustainable growth, our "low turnover" strategies simply trade less frequently, incurring far lower trading costs. Our management fees are independent of the investment chosen - we have no financial incentive to hold any particular security. We charge no loads, mark-ups, commissions or other hidden expenses. Additionally, we work to structure accounts with the most tax efficient investments by account type, as well as align fees to maximize the compounding potential and tax deductibility.