Watch Perigon’s Senior Investment Strategy Jonathan Masse, CFA® talking about Alternative Investments as a part of The Street Smarts “Summer Streets” program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically disadvantaged youth to explore all aspects of financial and accounting management. We are proud that someone from the Perigon family is involved with such a valuable program, and we think anybody interested in learning more about Alternative Investments would like watching this video.
USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023
An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts to simplify the jumble.
The list is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs).