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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”
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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”
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