Considering a Move? Consider Perigon.
Join us and get the support you need to thrive
We are a culture-driven organization that values entrepreneurial spirit. We also value autonomy and excel at collaboration. You won’t have to fly solo here.
Leverage complementary skill sets and our intellectual capital to present a strong team behind you whenever you compete for new opportunities.
Focus on building relationships while we free you from day-to-day operational overhead.
Count on our flexible technology infrastructure and support across leading platforms.
Realize your entrepreneurial potential backed by our knowledgeable and experienced team.
We’re built to make your next move easy.
Opportunity is one thing. Attending to the critical details is another. Your team at Perigon is experienced and ready to make a professional transition smooth.
In house transition specialists
Custodial transition specialists
Compliance oversight
Tech & Ops transition support
Executive oversight
Administrative support
Paperwork and account setup
Legal guidance
Growth
We have the capital, technology, relationships and experience to help you grow your practice.
Key Drivers
Your Perigon team supports full scale marketing and business development activities including digital content, and social media marketing campaigns, thought leadership and conference speaking engagements. We also host company, client & COI events.
Inorganic Growth Drivers
Perigon’s experienced leadership team can help you successfully navigate M&A opportunities with access to capital through our strategic partnership with Constellation Wealth Capital and full-service deal structure and transition support.
Investment Philosophy
Perigon has an open architecture platform for new advisors, with many services available to suit different advisor and client investment preferences.
We are willing to embrace legacy strategies and portfolio positions to be tax efficient and allow advisors to continue the investment strategies their clients value.
Perigon empowers clients who want to invest with their values. We believe sustainable investing can support more resilient portfolios and healthier, smarter capitalism.
Our general belief is that core portfolio should be placed in cost effective strategies in public equities and fixed income.
We believe Alternative Investments can be used to achieve portfolio diversification, lower correlation to traditional assets, and higher income returns for risk tolerant investors.
Flexibility
Perigon has deep strategic relationships to give you the flexibility you need to deliver world class service to your clients.
Custodians
Partners
Family Office Solutions
For advisors who serve ultra-high net worth families, we offer Perigon Private Wealth (PPW). If you’d like to learn more about PPW, let’s talk.3
Goldman Sachs Custody Solutions (GSCS)
Custody, clearing and certain brokerage services are offered by GSCS, an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services offered by GSAS are provided by GS&Co., which is an SEC-registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. Research GSCS and GS&Co. at FINRA’s BrokerCheck. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.
Set up a confidential, exploratory call to learn more about why advisors from wirehouses, RIAs, aggregators, hybrids and broker/dealers choose Perigon.