Perigon was created to solve a quandary in the financial services industry.  How do you reconcile the interests of large financial institutions with that of your clients and professional staff?  How do you properly motivate professionals while retaining objectivity? 

We are a team of investment & private banking professionals that have worked together for years at top-tier firms.  We realized that publicly traded companies are too often more focused on increasing shareholder value rather than client value.  To directly align our interests with that of our clients we are fee-based (not commission-based).  To motivate our professionals, we are employee-owned and independent.  For our clients, Perigon is focused on objective advice coupled with a low employee to client ratio (ours is 1 to 4 versus the industry average of 1 to 100), which we believe is necessary to deliver personalized service.  With more time devoted to our clients, we offer individually tailored financial solutions with superior execution. 

Our name "Perigon" is a mathematical term referring to an angle of 360 degrees.  We provide 360 degree financial solutions to our clients.  We believe a 360 degree financial relationship is Everything.