Perigon’s Strategic Move into Sustainable Investments by Acquiring Gitterman

In a strategic move resonating with the pulse of sustainable investing, Perigon Wealth Management has solidified its presence in the arena by acquiring Gitterman Wealth Management of Edison, New Jersey. This acquisition is not merely an addition of $1.3 billion in client assets but a profound alignment of shared values and investment philosophies aimed at a sustainable future.

Expanding Horizons with a Shared Vision

The partnership springs from a deep-seated mutual respect between Perigon and Gitterman, with both firms consistently emphasizing cultural alignment over mere asset accumulation. As Perigon CEO Arthur Ambarik highlights, the integration embodies a shared mission to enhance both the financial profession and community well-being. The Gitterman team, led by founders Jeffrey Gitterman and Eli Rauch, will take on crucial roles at Perigon, enriching the firm with their specialized expertise in climate-focused investing.

Gitterman’s Sustainability Legacy

Founded in 2000, Gitterman has pioneered investment strategies that speak to the growing importance of climate resilience and adaptation. The firm’s SMART (Sustainability Metrics Applied to Risk Tolerance) Investing Solutions offers tailored portfolio strategies that target sustainable infrastructure, water resources, and emergent climate resilience technologies. These approaches hedge against the volatility of climate events, securing positions in companies known for their innovative solutions to environmental challenges.

A Future-Oriented Approach

The integration of Gitterman Wealth Management into Perigon’s broader strategy echoes an advanced commitment to sustainable practices. As societal demand for responsible investment grows, opportunities within both public and private markets, especially in water equity, are poised to expand. According to Alternatives Watch, this business model not only benefits the bottom line but also fulfills a deeper sense of corporate and social responsibility.

Commitment to Generational Wealth Management

For Gitterman, this partnership ensures continuity and stability, particularly concerning succession planning. By integrating into Perigon’s impact investing framework, Gitterman’s clients—comprised of individual investors, public sector employees, and larger institutional clients—can enjoy assured service quality across generations. Eli Rauch, with his background in serving high-net-worth individuals, complements this promise of long-lasting wealth stewardship.

Aligned Values, Singular Mission

As the financial landscape evolves, the binding of these two firms illuminates a path forward marked by innovation and integrity. The newly combined entity offers its clients the ability to align their financial endeavors with personal values, ensuring that investment choices carry both fiscal and ethical weight. This acquisition is a testimonial to Perigon’s approach of growth through resonance with complementary cultures and commitments to sustainable development.

Perigon’s acquisition of Gitterman Wealth Management is not just a merger; it symbolizes the growing trend and necessity for sustainable finance in today’s world.