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
What a great combination Arthur Ambarik, CFP® and Lawrence Calcano! Two world class, tech-enabled firms creating better outcomes. Bravo 👏
Congratulations Arthur Ambarik, CFP® and Lawrence Calcano on a great partnership !
Fantastic update!
RIA Champion committed to enhancing the financial advisor experience and improving client outcomes
3moLove this! I applaud your commitmebt to invest in forward-thinking solutions. Your clients and advisors will certainly be better for them!