Watch Perigon’s Senior Investment Strategy Jonathan Masse, CFA® talking about Alternative Investments as a part of The Street Smarts “Summer Streets” program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically disadvantaged youth to explore all aspects of financial and accounting management. We are proud that someone from the Perigon family is involved with such a valuable program, and we think anybody interested in learning more about Alternative Investments would like watching this video.
Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM
Perigon Wealth Management announced it has acquired Blue Water Capital Management LLC and Lumin Financial LLC. The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM.