Client

Risk Tolerance

Client

Liquidity Needs

Client

Investment Strategy

Client

Financial Goals

Client

Life Goals

Client

Financial Freedom

Customized Portfolios

  • 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