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Progressive Asset Management

47 River Street Ste 100
Wellesley, MA 02481
Phone:
  • 781- 239-1187
  • Toll-Free: 800-327-7003
Fax:
  • 781-239-0288

What Matters to You?

Concerned about climate? Social justice? GMOs? Community investing? Private prisons? Workplace equity? Gun reform? An inventory of social and environmental concerns is the foundation of every responsible portfolio.

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Changing Jobs? Retiring?

We can help you rollover retirement savings from a previous employer into a new SRI-focused account that reflects your values as it works toward your financial goals.

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SRI Assets Jump by 33% from 2014 to 2016

When you invest with your values, you join a growing socially responsible investing (SRI) movement whose combined value is now over $8.72 trillion.

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Socially & Environmentally Responsible Investment Strategies since 1987

Socially & Environmentally Responsible Investment Strategies since 1987. 

Welcome to our Web site, Since 1987, Progressive Asset Management has helped investors across the country align their portfolios with their values. A professionally managed socially and environmentally responsible investing portfolio can help you realize your financial goals, while 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.

                              

Work With Us



Planning for your retirement? Need help managing a trust? Make financially and socially responsible choices from a full range of investment services, with highly experienced financial advisors to guide you.

 

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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]

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Review Your Investments



Can you name the companies and the industries in your portfolio? Your investments may include mutual funds that hold shares in many companies – including those whose environmental and corporate practices may conflict with your values.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck