Get in touch

Interested in learning more about our suite of investment services?  We offer a free consultation to help you prepare your portfolio.

You can find common questions answered below. If you don’t see your question listed ask it in the form, we would be happy to assist.

We will respond as soon as possible to continue the conversation.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

FAQs

Frequently Asked Questions

We know that navigating today’s investment landscape raises important questions. Our goal is to provide clarity around our approach, philosophy, and solutions. Below you’ll find answers to some of the most common questions our clients ask. If you don’t see what you’re looking for, our team is always just a conversation away.

What differentiates Gitterman Asset Management from other investment managers?

Gitterman Asset Management is a thematic investment specialist. By taking a global, systems-level perspective, we build strategies designed for long-term resilience. We establish theses and then select relevant themes that integrate climate science, risk analytics, and other data, alongside traditional financial modeling.

Does Gitterman Asset Management prioritize sustainability over performance?

Our strategies are built on fiduciary principles. Sustainability, climate, and other thematic insights are applied alongside traditional financial factors to enhance risk management and performance potential.

How does Gitterman Asset Management support financial advisors?

Gitterman Asset Management provides model delivery, research, educational content, and client-facing materials. These resources help advisors explain the value of thematic investing. The goal is to give advisors a clear, differentiated message in a competitive marketplace

Are Gitterman Asset Management’s strategies easy to implement within existing platforms?

Absolutely. The models are available on major custodians, simplifying their integration with advisors’ current technology and compliance infrastructure.

Gitterman Asset Management/Gitterman Wealth Management is a dba of Perigon Wealth Management, LLC (“Perigon”). Perigon is an SEC registered investment advisor.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Perigon Wealth Management. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Perigon Wealth Management nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your circumstances.

Certain securities may be offered Vanderbilt Securities, LLC (“Vanderbilt”) member FINRA/SIPC and headquartered at 125 Froehlich Farm Blvd, Woodbury, NY 11797. Vanderbilt Securities, LLC is not affiliated with Perigon Wealth Management, LLC. Investments through Vanderbilt are NOT FDIC INSURED, NOT BANK GUARANTEED AND MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. THEY ARE NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

©2025 Perigon Wealth Management, LLC. All advisory services provided by Perigon Wealth Management, LLC a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.