Perigon Wealth Management, LLC

Investment Strategy

Perigon provides personalized, goals-based wealth management and investment advisory services. Their approach begins with client-specific analysis, establishing an investment policy around stated objectives, risk tolerance, and tax considerations. Perigon employs a core philosophy favoring cost-effective exposure to public equity and fixed income, with selective use of alternative investments for diversification and higher return potential when appropriate. The firm employs both discretionary and non-discretionary management, can integrate legacy portfolio positions for tax efficiency, and emphasizes portfolio flexibility, open architecture, and responsible (sustainable) investing. For qualified clients, Perigon provides family office solutions and can act as a sub-adviser for third-party investment advisors. All accounts are managed with fiduciary responsibility and may include ERISA-compliant services for retirement plans.