Perigon Wealth Managment

Global Market Commentary June 2026

kathryn vidal — Fri, 03 Jul 2026 17:55:12 +0000

Global stocks slipped 0.80% in June but still managed to gain 14.93% in Q2, marking their best quarterly return since June 2020, just after the coronavirus pandemic. After creating two new all‑time highs to start the month—bringing the MSCI All Country World Index’s (ACWI) 2026 tally to 30—global stocks were then whipsawed by a sharp […]

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Perigon Wealth Management Recognized by Inc. as a Best Workplace

kathryn vidal — Thu, 11 Jun 2026 20:13:16 +0000

Firm is among 506 companies honored for workplace culture, benefits SAN FRANCISCO, June 2026 — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 2025, announced today it was named to Inc’s 2026 Best Workplaces list. […]

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Global Market Commentary May 2026

kathryn vidal — Fri, 05 Jun 2026 18:22:27 +0000

Global stocks rallied 5.16% in May following their 10.17% surge in April, to close at an all-time high, and bring their 2026 return to 12.15% YTD. The MSCI All Country World Index (ACWI) continued higher as strong tech earnings and excitement on Artificial Intelligence helped propel the global benchmark to 12 all-time highs this month […]

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Q2 2026 CIO Letter

kathryn vidal — Mon, 27 Apr 2026 18:04:18 +0000

Steady Through the Storm War, Uncertainty, Ceasefire and Blockades The first quarter of 2026 was not an easy one to live through. War broke out in the Middle East. Iran closed the Strait of Hormuz. Oil prices surged. Amidst all this geopolitical upheaval we also saw private credit funds begin gating their funds and limiting […]

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Perigon Appoints Chief People Officer as Part of Strategic Leadership Expansion

kathryn vidal — Wed, 08 Apr 2026 18:43:00 +0000

Rory T. Shusted brings decades of executive experience to support firm’s continued investment in culture and growth SAN FRANCISCO, April 8, 2026 — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 2025, announced the appointment of […]

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Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program

cms — Tue, 17 Mar 2026 16:02:40 +0000

Advisors Chris Spires, Ron Op het Veld and Head of Alternative Investments Scott Yi Latest Class to Complete the Growth Program SAN FRANCISCO, March 17, 2026 /PRNewswire/ — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. […]

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Global Market Commentary February 2026

cms — Thu, 12 Mar 2026 18:35:10 +0000

Global stocks marched 1.29% higher in February to bring YTD returns to 4.29%, following 2025’s 22.34% gain. The MSCI All Country World Index’s (ACWI) made four new all-time highs this month. February was a challenging month for US large cap stocks as the S&P 500 fell 0.87% MTD amid growing scrutiny of AI-related capital expenditures […]

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Perigon Leaders Named InvestmentNews Top Financial Professionals USA

cms — Wed, 11 Mar 2026 14:29:04 +0000

Jeremy Paul and Arthur Ambarik were recognized by InvestmentNews Each year, InvestmentNews identifies 100 financial professionals across the country who stand out. They look beyond practice sizes to recognize meaningful, measurable growth. This year, two members of the Perigon team made that list. Jeremy Paul, Perigon’s President, ranked #13 nationally. Arthur Ambarik, our CEO, ranked […]

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Perigon Wealth Management Launches Development of Scalable Organic Growth Platform

cms — Mon, 09 Mar 2026 16:03:39 +0000

Firm Appoints Jon Seif Managing Director of Digital Strategy and Luke Samuels Senior Director of Business Development to Oversee Creation of Proprietary System SAN FRANCISCO, March 9, 2026 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. […]

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Global Market Commentary January 2026

cms — Fri, 06 Feb 2026 15:40:33 +0000

Source: Bloomberg Pricing Data, as of January 31, 2026Click image to enlarge Disclosure Statement Perigon Wealth Management, LLC (“Perigon”) is an independent registered investment adviser. Form ADV Part 2 is available upon request by calling 415-430-4140 or emailing compliance@perigonwealth.com. For additional disclosures, visit perigonwealth.com. Past performance is not indicative of future results. Investments may lose […]

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