Broker Check

Invest: Align Your Portfolio with Your Values

Since 1987, Progressive Asset Management has helped investors across the country align their portfolios with their values.

Responsible investing means that your principles are in harmony with a strategy defined by your risk tolerance, return expectations, and time horizon. Before we begin working with you, we'll review your current holdings from an SRI prespective. We'll also ask you to complete our Social Investment Policy Questionnaire, which ensures that your ethical and environmental concerns will shape the portfolio we build for you.

This in-depth analysis can help establish which solutions and services are right for you:

            • Socially and environmentally screened investment portfolio management

            • Access to stocks, bonds, mutual funds, and exchange traded funds

            • Retirement plans with socially responsible choices, including:
                 - Traditional and Roth IRAs
                 - Employer-sponsored 401(k), 403(b), and SIMPLE IRAs
                 - SEP IRAs for the self-employed

            • Institutional and endowment money management

            • Trust account management

            • College savings plans, including 529s

            • Local and global community investments

            • Tax-deferred annuities

            • Fee-based asset management

            • Personal financial planning

Progressive Asset Management/Boston advisors are typically compensated through a fee on the assets we manage on behalf of our clients. Where appropriate for a small percentage of clients, we do offer some services compensated by a fee on transactions.

Through our relationship with Securities America, we offer a broad range of investment offerings and services for individuals, families, nonprofit organizations, businesses, and institutions.

Your needs and concerns are our top priority. Reach us at 781-239-1187 or [email protected]

Know what you own, and know why you own it.
– Peter Lynch