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 – September 2024

by | Oct 8, 2024

Expectations for global stocks were low for September, historically a challenging month for equity markets. Yet the MSCI All Country World Index’s (ACWI) made five new all-time highs as it gained 2.32% MTD return to bring a choppy Q3 performance to a strong 6.61% return.

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%.