Strategic Relationships

Progressive Asset Management, Inc. Initiatives

Offered the first low-income housing tax credit investments in California. (1988)

Initiated the “IRA That Cares,“ benefiting the San Francisco AIDS Foundation. (1988)

Broke the story nationally that a number of “environmental“ mutual funds included major polluters. (1989)

Collaborated with Merrill Lynch to launch the first environmentally screened unit investment trust offered by a major brokerage house. (1990)

Helped establish Sustainable Systems, Inc., (1993) a co-developer of business incubators, consultant on regional sustainable development, and co-coordinator of international conferences on building a sustainable economy.

Sponsored the “Lavender Screen“ to assess employment discrimination based on sexual orientation. (1993)

Promoted passage of selective purchasing ordinances in Berkeley, Oakland, San Francisco, and Alameda County to boycott firms doing business with the repressive dictatorship in Burma. (1995-1996)

Organized Businesses and Social Responsibility: The Americas, a conference to launch a hemispheric socially responsible business organization. (1997)

Provided leadership in relation to tobacco divestment in Massachusetts and in California, including Oakland, San Francisco, El Cerrito, Santa Cruz, Santa Monica, Berkeley, Arcata, and San Mateo County, California. (1997-1999)

Assisted in the organization of Elected Officials for Responsible Public Investments and the Council for Responsible Public Investment, which received a $600,000 three year grant from the State of California Health Department to educate about tobacco divestment. (1998)

Joined in the formation of the California Coalition for Investor Responsibility and supported the formation of the Student Alliance to Reform Corporations (STARC). (1999)

Convened Bottom Line 2001, a ground-breaking conference to consider the link between social and environmental factors and the fiduciary responsibilities of institutional trustees. (2001)

Lobbied the Securities and Exchange Commission (SEC) to force mutual funds to publish proxy voting guidelines and proxy voting records. (2003)

Expanded the geographic scope of PAM to include more than 50 representatives in 20 states, making PAM one of the largest associations of FINRA Series 7-registered investment professionals that specialize in socially responsible investing (SRI) strategies. (2004)

Social Responsible Investing Overview     |     Our Team     |      Find an Advisor    |      PAM News

Do you want more information about how to become a part of the community of investors that are using their investments to help change the world while pursuing their financial goals?  Call 800-786-2998

Looking for core performance without compromise? Consider ProgressiveTrack Investments™  (PTI). Four socially screened fossil free index tracking equity portfolios. Co-managed by Progressive Asset Management and Aperio Group.

We invite you to join PAM. PAM is committed to providing Series 7 registered representatives with the most comprehensive package of SRI products and services that will help provide the best financial performance for your clients.



Your Investments Can Do More than Just Grow

With Progressive Asset Management (PAM) your investments work hard toward both your financial and social goals.

No different than how you shop or choose to live, your investments should reflect and support your personal beliefs and commitments. Since 1987 PAM has helped thousands of conscientious investors to make a major social impact with their money.

At the same time, we pursue investment performance for you that is comparable or superior to non-socially screened investments.

> The first full-service socially responsible investment firm (1987), and still the leader.

> The nation’s widest selection of socially responsible financial products and services, including:

            • Socially-screened investment portfolio management
            • Access to all listed stocks, bonds and over 200 socially responsible mutual funds
            • Individual and business retirement plans with socially responsible choices
            • Institutional and endowment money management
            • Trust account management
            • College savings plans, including 529s
            • Local and global community investments
            • Personal financial planning

> Low investment minimums — because socially responsible investing should be available to all!

For more information, contact the PAM Advisor near you, or call 1-800-786-2998





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Securities offered through Securities America, Inc. Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. and Arbor Point Advisors. Progressive Asset Management, Securities America and Arbor Point Advisors are separate entities.

Progressive Asset Management 1814 Franklin Street, Suite 503, Oakland, CA 94612 (800) 786-2998

Progressive Asset Management - Socially Responsible Investing - Sustainable Investing - Green Investing