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What is a Fiduciary
We incorporate your risk tolerance and liquidity needs into a personalized investment strategy
Portfolios are built around a strategic asset allocation
Investments are generally in Perigon’s equity strategies, highly diversified low-cost mutual funds, or exchange traded funds
Portfolio management strategies strive to be tax efficient
No Products & No Commissions
Perigon is compensated through investment management fees
We are agnostic to products and act as a fiduciary, allowing us the freedom to choose investments that are in each client’s best interest
Time Tested Strategies
Diversified across all asset classes & market cycles
We aim to maximize the lifetime value of investments
Long term investing while understanding short term life events and goals
Staying In The Market...
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