ESG, Impact & Sustainable Investing

Improve your financial future – and the world around you.

Why sustainable investing?

Your investments can provide a path to financial security and support your worldview at the same time. If you wish to reflect your values in your investment strategy, we’ll work with you to create and manage a portfolio that seeks to lower risk, enhance long term returns, and contribute to your vision for a healthier society.


Let us show you how you can reflect your values in your investment strategy.

How does it work?

Thoughtful application of Environment, Social, and Governance (ESG) research lies at the heart of sustainable investing. ESG analysis helps you better understand a company’s overall stability, its opportunity to create shareholder value, and its exposure to critical business risks. Simply put, ESG data can help inform sound investment decisions and allow you to tailor your portfolio to reflect your values.


Sustainable investing supports more resilient portfolios and healthier, smarter capitalism:

Improved risk management

Smarter allocation of capital

Proxy voting and engagement

Climate change mitigation

Company diversity and pay equity

Fair treatment of workers, suppliers, customers, communities

We can help you reflect your preference to invest in organizations that consider sustainability and their role in the broader community.

Learn more about our approach to sustainable investing.

Perigon is carbon-neutral.

As financial advisors, we work hard to help clients like you make financial investments that reflect your personal values. At Perigon, we’re also expressing our values and shared concern about climate change by our carbon-neutral certification. Reducing our carbon footprint reflects our commitment to lead by example and “walk the walk.” We invite you to join us.
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