Equity partnership is a true partnership

August 26, 2024

Arthur AmbarikPerigon CEO Arthur Ambarik reflects on the sanctity of the client-advisor relationship and his priorities.

Over the past 11 years, Perigon Wealth Management has seen remarkable growth, expanding from under $150 million to approximately $7.75 billion AUM by the end of the first quarter, driven by more than 10 acquisitions. CEO Art Ambarik attributes the expansion to a strategic approach that balances autonomy and collaboration within the firm… Read the full article

By Chris Davis
August 21, 2024

Read the Full Article on InvestmentNews.com
Written by Perigon Wealth
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Global Market Commentary August 2024

by | Sep 11, 2024

Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.

Global Market Commentary July 2024

by | Aug 6, 2024

Global stocks, as measured by the MSCI All Country World Index (ACWI), continued their 2024 gains and new closing highs (nine in July and 39 YTD) before finishing a volatile month up 1.61%. ACWI closed at an all-time high on July 17th which saw MTD returns as high as up 3.71% intramonth.