Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
What to Know Now About Direct Indexing
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.