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Become an SRI Client

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? We would be happy to send you more information or have one of our Network members contact you to answer your questions. Please give us a little more information in the space provided below so we can get started.

Contact Information

Name (required)              email (required)   
address (required)     city  (required)     state (required)  
phone number (required)  


So that we can get a little more of an idea about your background, please complete the following survey: (optional)

1. The following issues are of concern to me:
1=Great concern   2=Some concern   3=Little/No concern

Issues:
Quality of products/services: 1=   2=   3=
Environment:                            1=   2=   3=
Employee relations  :              1=   2=   3=
Military contracting:                  1=   2=   3=
Alcohol:                                      1=   2=   3=
Tobacco:                                    1=   2=   3=
Gambling:                                  1=   2=   3=
Nuclear power:                         1=   2=   3=
Animal testing:                          1=   2=   3=
Genetic engineering:               1=   2=   3=

2. I would like to explore opportunities to invest in:
Renewable energy                         Organic agriculture & products
Women owned businesses         Fair trade companies
Low income community development     Other

3. What investment services are you interested in?
Portfolio management           Retirement accounts
Financial planning                  College planning
Non-profit services                 Insurance services
Other

4. At present, which of the following investments do you own?
Stocks   Bonds   Mutual Funds   Insurance  Other

5. I have been investing for years.

6. Do you currently work with an investment consultant?
Yes
No

7. If yes, do they offer SRI services for your investments?
Yes
No

8. I would describe my investment style as:
Risk Averse
Risk Taking
Not sure

9. The value of my current investments is approximately*
Under $10,000
10,000 to $50,000
50,000 to $100,000
100,000 to $500,000
Over $500,000

10. Please indicate how you arrived at the PAM website:
Online resource (eg, web links or banner ads). If so, please indicate the
       website that directed you here:
Print advertisement. If so, please indicate the publication
       here:
Friend or personal referral
PAM representative. If so, please indicated the name of the person
       you met:
Directory listing, such as the National Green Pages or
       Social Investment Forum's directory
Other:

* Please respond only if you feel comfortable: we ask because certain services are only available to accounts meeting a minimum.

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Progressive Asset Management and Financial West Group are affiliated entities.
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998

Member FINRA/SIPC