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. The SRI field has seen impressive growth in recent years, and with the proper tools, we believe you can take advantage of this trend to increase your client base.
As an FWG broker affiliated with the PAM Network, you will have all the tools to serve the best interest of your clients, from both a financial and social perspective. FWG has a robust platform of financial management services, while PAM can tailor its social screening services to satisfy any client's criteria. As a leader in the SRI movement, PAM has developed a Community Investing program with "high impact" social investments and regularly participates in Shareholder Advocacy campaigns. By balancing a complete array of investment products with client-centered social investing services, the PAM Network offers you an unique investment opportunity to grow your brokerage business.
The PAM/FWG alliance provides you additional benefits, including:
a highly competitive broker payout
the choice to work with an existing PAM office or to establish your own independent practice
the freedom to offer your clients
any investment product, without the pressure to push proprietary products or to use socially screened products.
the stability of a broker/dealer that maintains clearing relationships with some of the largest organizations that provide financial services (including Correspondent Services Corp/National Financial Services and Charles Schwab Corp.)
the flexibility to integrate SRI principles according to your own preferences and those of your clients.
the strength of a
national network of SRI brokers for investment ideas and social investing strategies.
At Progressive Asset Management, YOU as the financial professional ARE OUR CLIENT. We provide you with
experienced management and staff, along with financial tools and social investment services to serve you and your clients best. By joining PAM, you can enjoy the freedom of being independent without the feeling of being alone.
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Progressive Asset Management (PAM) is the
socially responsible division of Financial West Group (FWG). Securities offered
through Registered Representatives of Financial West Group, Member
FINRA, SIPC FWG is responsible for
supervision and oversight of the registered representatives listed on this site.
Progressive Asset Management 1904 Franklin Street, Suite 903 Oakland, CA 94612
(510) 622-0202
a highly competitive broker payout