Progressive Asset Management

177 Worcester Street, Wellesley Hills, MA 02481
p 800.327.7003   f 781.239.0288

“We are a full service investment firm, specializing in socially and environmentally responsible investing”
 
About Us Investment Services Client Services (For Existing Clients) Socially Responsible Investing Links and SRI News  
 
   
 
  Progressive Asset Management (PAM) is a full service investment firm located in Massachusetts, mainly serving the greater Boston area, including Brookline, Newton and Cambridge. We are a branch of the Progressive Asset Management Network, a national association of socially responsible investment advisors and the first independent full service investment brokerage in the US to specialize in socially responsible investing (SRI).

We invite you as a socially concerned investor to join our growing community of clients who seek to increase their financial assets while promoting social justice and environmental sustainability. By mobilizing the power of your assets for social and environmental purposes, together we can create a positive impact on our society. When you invest with your values, you join the growing socially responsible investing (SRI) movement whose combined value is now over two trillion dollars – powerful leverage that is increasing corporate accountability to employees, consumers and the environment.

We offer a comprehensive range of investments and services including:

  • Fee based accounts: investments in stocks, bonds and/or mutual funds
  • 529 College Savings Plans
  • Financial Planning and Portfolio Review Services
  • 1031 Exchange Real Estate Properties
  • Private Placements
  • Donor advised Giving Funds
  • Tax Deferred Annuities – Fixed and Variable
  • Socially Responsible Retirement Plans
  • Social screening, Shareholder Advocacy
  • Retirement Plans for Business and Non Profits
  • Retirement Accounts for individuals
  • Community Investing



  • “Specializing in SRI, Socially Responsible Investing”
     
     

    © 2002 Progressive Asset Management, Wellesley Hills, MA and www.pamboston.com. All rights reserved. The information offered in this website is for viewer information only. It should not be construed as an offer to buy or sell securities referred to within or otherwise. Users are encouraged to consult with a professional before making any investment decision. Securities offered through and Registered Representative of FINANCIAL WEST GROUP, member NASD/SIPC/MSRB
    (- FWG Corporate HQ: 4510 E. Thousand Oaks Blvd. Westlake Village, CA 91363)

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