Perigon Wealth Management, LLC’s Post

On the heels of announcing our alliance with Zoe Financial Services, Perigon is excited to share our newly formed alliance with iCapital. Perigon CEO Arthur Ambarik, CFP® shares "Establishing partnerships with leading alts platforms like iCapital helps firms like ours meet the growing demand for alternatives while leveraging the extensive support infrastructure provided by iCapital to remain relevant within this dynamic space." Read more here. https://lnkd.in/gGgzA2Pd #indendentrias #altinvesting #alternativeinvesting #wealthmanagers #financialplanning #investing

Perigon Wealth Management LLC Partners with iCapital® to Launch Investment Platform to Enhance Investment Opportunities in Alternatives for Clients

Perigon Wealth Management LLC Partners with iCapital® to Launch Investment Platform to Enhance Investment Opportunities in Alternatives for Clients

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Kate Asack

RIA Champion committed to enhancing the financial advisor experience and improving client outcomes

3mo

Love this! I applaud your commitmebt to invest in forward-thinking solutions. Your clients and advisors will certainly be better for them!

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Amy DeTolla

Wealth Transformation Leader & Connector | M&A Strategy | Venture Partner |Wealth Tech Accelerator|Wealth Platform Design & Execution

3mo

What a great combination Arthur Ambarik, CFP® and Lawrence Calcano! Two world class, tech-enabled firms creating better outcomes. Bravo 👏

Kymberli Thomas

Private Client Services

3mo

Fantastic update!

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