Investment Advisory

+Socially Responsible Investing (SRI)

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Socially Responsible Investing (SRI)

Perigon builds customized portfolios built of securities that can be screened to adhere to client specific requests including socially responsible investing (SRI).

Examples of possible SRI exclusions we can screen for include:

Tobacco
Alcohol
Firearms
Gambling
Nuclear
Human Rights
Weapons
Client specific requests