Progressive Asset Management, Inc. Initiatives
first low-income housing tax credit investments in California. (1988)
“IRA That Cares,“ benefiting the San Francisco AIDS Foundation. (1988)
Broke the story
nationally that a number of “environmental“ mutual funds included major
with Merrill Lynch to launch the first environmentally screened unit investment
trust offered by a major brokerage house. (1990)
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.
“Lavender Screen“ to assess employment discrimination based on sexual
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)
Businesses and Social Responsibility: The Americas, a conference to launch a
hemispheric socially responsible business organization. (1997)
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
Joined in the
formation of the California Coalition for Investor Responsibility and supported
the formation of the Student Alliance to Reform Corporations (STARC). (1999)
Line 2001, a ground-breaking conference to consider the link between social and
environmental factors and the fiduciary responsibilities of institutional
Securities and Exchange Commission (SEC) to force mutual funds to publish proxy
voting guidelines and proxy voting records. (2003)
geographic scope of the PAM Group 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)
Social Responsible Investing Overview |
Our Team |
PAM Financial Services Overview |
The PAM Group |
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 securing their financial goals?
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 the PAM Group. 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.
Progressive Asset Management and
Financial West Group are
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998 Member FINRA/SIPC