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We invite you to join the PAM Network. 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.
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Social Research & Screening Services

To address your clients' social concerns, our screening department provides research on investment portfolios. PAM allows your client to define what screens are to be applied (and to what degree), resulting in a one-of-a-kind investment portfolio that satisfies their unique financial needs and social concerns. We can work with you to analyze a prospect's existing portfolio or we can screen any equities that may be appropriate for your client's portfolio Specific social research services you and your clients have access to through the Network include:

Comprehensive social profiles of any company in the Russell 3000 Index.
With our proprietary social research database and the SRI industry's most complete corporate social ratings service, PAM can provide your client with detailed corporate information on a environmental, labor, and product issues along with a company's involvement in such industries as tobacco, genetic engineering, military weapons and nuclear power.

Six equity portfolios that are actively managed AND socially screened.
Since 2000, PAM has partnered with FWG to create six distinct equity portfolios that are both actively managed and socially screened. These portfolios provide a deeper level of analysis, impose no additional cost to the broker or client, and have annually outperformed their non-screened peers from 2000-03. This may be the most compelling argument for social screening as a performance enhancer.

Screening of prospective clients' holdings and presentation of an SRI alternative.
Show a prospect how their current portfolio contains social and environmental risk. Offer your clients an SRI portfolio that avoids hidden liabilities and integrates their values into the financial investment process.

Social diagnostic tools and the role of money management firms.
PAM will provide your clients with an in-depth questionnaire to gauge their social and environmental priorities. With this unique information about your client, you can offer investment products that mesh social and financial goals, including social mutual funds, community investments and private equity investments with a definite social benefit. For eligible client portfolios, PAM will also socially screen the universe of any approved 3rd party money managers.

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