Since 1987, Progressive Asset Management has helped investors across the country align their portfolios with their values. A professionally managed SRI portfolio can help you realize your financial goals, as well as increasing corporate accountability to employees, consumers, and the environment. Progressive Asset Management is a proud supporter of 350.org, the US Social Investment Forum, the Interfaith Center on Corporate Responsibility, the US Climate Action Network, Ceres, the UN Principles for Responsible Investment, and other organizations promoting a more sustainable and just global economy.
We are proud members of
One Percent for the Planet connects businesses, consumers, and nonprofits, empowering all of us to drive big, positive change.
Due to our growing presence throughout New England and beyond, we are excited to announce the December 2016 opening of our Progressive Asset Management Vermont branch office in Saint Johnsbury. The Wellesley office will continue to be open and staffed every day.
Work With Us
Saving for college? Protecting your retirement? Need help managing a trust or creating a portfolio? Make financially and socially responsible choices from a full range of investment services, with licensed financial advisors to guide you.
Get The Facts
The socially and environmentally responsible investing (SRI) movement is now worth over $6 trillion – representing nearly 18% of total assets under management in the United States. [Source: US Social Investment Forum]
Review Your Investments
Can you name the companies in your portfolio? Your investments may include mutual funds that hold shares in many companies – including those whose environmental and ethical practices may conflict with your values.