Progressive Asset Management builds strong relationships, empowers clients and helps make financial planning less complicated
Join Progressive Asset Management (PAM), a leader in values-based investing and a national group of financial advisors with a nearly 30-year track record of excellence.
With membership, you’ll gain access to exceptional benefits designed to help you grow your business. As a branch of Securities America, PAM provides outstanding tools, personalized support and custom-tailored services at competitive pricing.
Here are just a few of the benefits of becoming a PAM advisor:
We give you the flexibility and true independence you need to make the best decisions regarding your clients’ financial needs, including offering a wide selection of mutual funds, stocks and bond portfolios. We also provide fee-based or commission options that are highly competitive.
You can become part of a community that provides quarterly conference calls detailing the latest trends in investing, SRI turnkey marketing solutions, and advanced screening options. You’ll also have state-of-the-art custody and clearing through Fidelity, plus access to Schwab, FOLIOfn, TD Ameritrade and Pershing Advisor Solutions.
You and your clients will benefit from access to leading-edge technology, including electronic processing, remote check deposit, advanced performance reporting, customer relationship management systems, and electronic document signing.
For more information on benefits, please contact us today.