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 – October 2024

by | Nov 7, 2024

Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year.

Lock Them Up: Your Credit Files, That Is

by | Oct 17, 2024

If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000.