Socially responsible investing is booming. Nearly one-fifth of all US assets under management is now subject to screening for ethical and environmental factors - a movement that has grown by trillions in a few short years. [Source: US Social Investment Forum, 2014 Report on Sustainable and Responsible Investing Trends]
Since 1987, Progressive Asset Management has helped investors across the country align their portfolios with their values.
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Led by our founder, Eric Packer, our team has decades of experience providing expert financial advisory services to clients like you. Working with us means speaking directly to the professionals in our office in Wellesley Hills, Massachusetts. Attentive, personalized socially responsible investing is our entire business; your ethical and financial priorities are ours as well.
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Frequently Asked Questions
Why should I invest responsibly? Will investing responsibly hurt my financial returns? Is it difficult to begin investing with you, if I’m currently working with another financial advisor?
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Past performance is not indicative of future results. Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantee against market loss or ensure greater or more consistent returns.