Stakeholders Capital
Stakeholders Capital (“Stakeholders”) dba Perigon Wealth Management, LLC (“Perigon”) is an RIA Of course investing is a key component of that plan.
At Stakeholders Capital, we are deeply committed to maximizing both our clients’ returns and their positive impact in the world. We combine traditional investment strategies with our in-depth knowledge of impact and sustainable investing to create diversified portfolios unique to each client’s financial goals and risk tolerance. We are an independent firm, not tied to a large company's quotas or l
04/17/2023
We are thrilled to announce that Stakeholders Capital has joined forces with Perigon Wealth Management to continue to push ESG/SRI investing mainstream. https://www.perigonwealth.com/perigon-wealth-management-acquires-stakeholders-capital-facilitates-cognizant-wealth-advisors-affiliation-representing-a-combined-245-million-aum/
Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM - Perigon Wealth Perigon Wealth Management LLC ("Perigon" or "the firm") — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets un...
09/29/2022
Chairman Terry Mollner spoke at the Leaders on Purpose CEO Summit Sept. 21 in NYC on the evolution of ESG investing to address not only environmental and societal risks, but to prioritize the common good to benefit all citizens.
THIS YEAR'S AGENDA | Leaders on Purpose The Leaders on Purpose CEO summit agenda is designed as a global strategy meeting to help to achieve business commitments, scale efforts, elevate purpose-led transformation, and introduce an enabling ecosystem of productive change.
Woke? Or blowing smoke? We were honored to kick off Professor Mila Sherman's Alternative Investments class last week with a "Politics, Government and ESG" presentation at UMass's Isenberg School of Management. Lively discussion ensued around the politics of ESG and pension fund management. So great to debate!
12/21/2021
CEO Andrew Bellak attended the recent American Sustainable Business Network Conference in San Diego with other business leaders and impact investors and returned re-energized and raring to go!
2021 Conference (In-Person) — ASBC-SVC | Social Venture Circle & the American Sustainable Business Council ASBC-SVC 2021 ConferenceRestore. Regenerate. Re-imagine.An in-person convening for business leaders, impact investors, policy makers, and more.December 8-11, 2021 | Paradise Point, San Diego, CA ASBC-SVC 2021 Conference (Member Ticket) Sale Price:1,195.00 Original Price:1,495.00 Quantity: Sign Up to...
11/04/2021
Stakeholders Capital is proud to sponsor Amherst Education Foundation's Annual Trivia Bee, and even more proud that The Money Bees almost won! The event raised $13,860 for Amherst Public Schools. Nothing trivial about that!
10/04/2021
Stakeholder's CEO Andrew Bellak shared his expertise on sustainable finance last week at the Beyond Your Degree Conference at the Isenberg School of Management. Thanks to The UMass chapter of Smart Women Securities for hosting! https://www.linkedin.com/company/sws-umass-amherst/
Smart Woman Securities UMass Amherst Chapter Careers and Current Employee Profiles | Find referrals | LinkedIn Smart Woman Securities UMass Amherst Chapter | 127 followers on LinkedIn. Empowering and educating undergraduate women on finance and investing. | Smart Woman Securities (SWS) is a 501-c-3, not for profit organization whose mission is to educate undergraduate women on finance and investments. Throug...
09/09/2021
Waste not! The hospitality industry is setting standards to measure and address food waste, a major contributor to climate change, to help achieve the UN Sustainable Development Goals to cut food waste in half by 2030.
https://sustainablebrands.com/read/new-metrics/first-of-its-kind-methodology-provides-standard-for-measuring-food-waste-across-hotel-chains
First-of-Its-Kind Methodology Provides Standard for Measuring Food Waste Across Hotel Chains Accor, Hilton, Hyatt, IHG Hotels & Resorts, and Marriott International collaborated with WWF and Greenview on the industry-wide waste-measurement methodology.
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Address
321 Main Street
Amherst, MA
01002
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |