Bud Sturmak CFP®, AIF®

Head of Impact Investing & Partner

Bud is responsible for the firm’s investment platform, including oversight of asset allocation, investment manager selection, and the design and implementation of our ESG (Environmental, social and governance) integrated strategies. He has deep institutional knowledge and is a thought leader in the field of sustainable and responsible investing and was a contributing author to two books, Evolutions in Sustainable Investing, and Sustainable Investing: Revolutions in Theory and Practice. Bud is a Certified Financial Planner™ practitioner providing financial planning and investment management solutions for individuals, families, and retirement consulting solutions for non-profit organizations and corporations. Bud is a passionate advocate for ESG integration, often writing, speaking and engaging with advisors and investors on the benefits of ESG.

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Disclosures

Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. For additional information, visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov and search Perigon’s CRD #131037.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

When an investment process considers environmental, social, and governance factors (“ESG”), the advisor may choose to avoid investments that might otherwise be considered or sell investments due to changes in ESG risk factors as part of the overall investment decision process. The use of environmental, social, and governance factors may impact investment exposure to issuers, industries, sectors, and countries, potentially resulting in higher or lower returns than a similar investment strategy without such screens.

This material is presented solely for informational purposes, and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation or solicitation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Investing entails risks, including possible loss of principal. This document should not be construed as a recommendation to purchase or sell any particular securities. Market conditions can vary widely over time and can result in a loss of portfolio value.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.