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.
Global stocks rebounded 4.06% in May to overcome April’s -3.30% slump, bringing the MSCI All Country World Index’s YTD gain to 8.88%. The global benchmark for stocks reached seven all-time highs in May, bringing its 2024 tally to 28 record highs so far this year.
Arthur Ambarik has been named a finalist for CEO of Year and M&A Leader of the Year in the Wealth Management Industry Awards.
Perigon Wealth Management LLC today announced the appointment of Maria Daley, CFP®, as Head of Advisor Success & Integration. In this newly created role, Daley will be responsible for ensuring advisors have access to the full scope of the firm’s resources and further enhancing the Perigon platform with added support offerings.