Page 33 - Investment Advisor - September 2023

Thought Leadership & Education

intellicents Perigon Wealth Management
Over the past five years, intellicents has brought Perigon Wealth Management seeks to
to fruition a business plan to create a national empower its clients who want to make a positive difference,
independent financial services firm centered on the employee focusing on environmental, social and governance investing and
benefit relationship. It has put together a team of retirement plan, ongoing efforts to democratize access to the ESG ecosystem. As a
group insurance and personal wealth management advisors. mark of its commitment to becoming the firm of choice for clients
Its new “intellisteps” worksite financial planning program and advisors passionate about ESG investing, Perigon recently
enables the firm to collect participant data, so that it can provide a acquired Stakeholders Capital, a firm specializing in impact
foundational financial plan in both digital and hardcopy form for investing. Stakeholders has been approved as an advisory firm by
every participant, covering budgeting, debt management, emer- two associations with strict ESG standards: ValuesAdvisor and
gency savings, death protection and retirement readiness. It also Resource Generation.
gives those who want a more comprehensive plan direct access to
an intellicents certified financial planner. sonen Capital
The entirety of Sonen Capital’s business is ded-
Levatus Wealth services icated to mission-aligned and impact investing.
During the past 12 months, Levatus rolled The investment management firm, founded 10
out its Life Transition Program, which for- years ago, now tracks 135 key and supplemental impact perfor-
mally integrates the science around cognitive well-being with mance indicators. Its investment process and allocations cover
segments of financial strategy that most deeply affect long-term the range of asset classes, from liquid exposures to less liquid
outcomes for those going through divorce, job loss and career exposures to illiquid ones.
launch. Forty-two percent of the firm’s clients are dealing with at As part of its thought leadership, Sonen Capital writes propri-
least one of these transitions. etary Impact Frameworks specific to individual impact. And since
All internal Levatus client advisors have been trained on the Life 2013, the firm has published Impact Reports, which highlight the
Transition program, and education sessions have been held with impact and financial performance of its funds as compared to a
regional law firms specializing in divorce law. The firm has also typical benchmark. These reports have always been available to
broadly circulated its “Accelerating out of Divorce” education series. the public and free to download.

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September 2023 Investment AdvIsor 31