Your Investment Options
Working with a PAM Network investment consultant, you will have personal attention to your portfolio and access to the professional expertise of some of the most seasoned advisers in the SRI field. We offer a complete range of investment services for every portfolio size, large or small, including:
 Mutual funds - including the full range of socially responsible mutual funds.
Stocks - access to all major markets and exchanges.
Bonds - municipal, government agency, corporate, and convertible bonds.
College planning strategies
Financial and estate planning
Retirement planning for individuals and businesses
You don't give up anything that you would expect from a larger investment firm by working with a PAM Network investment consultant. Our securities transactions are processed through major financial institutions such as Correspondent Services Corporation (a subsidiary of Fidelity's National Financial) and Charles Schwab. Through these relationships, you have access to a comprehensive range of investments. And of course, in addition to this access we have the capability to service your SRI needs as well.
For our institutional clients and for larger portfolios, we have relationships with professional money management firms, allowing you to extend your network of financial experts, while still being able to employ PAM's social research & screening services. PAM Network investment consultants believe that asset allocation and investment manager selection are the keys to financial performance. Consultants can assist these clients with:
Financial objectives and social goals
Asset allocation
Assessment of portfolio performance
Investment manager evaluation, searches, and selection advice
Ongoing social screening
Regular performance monitoring
Shareholder advocacy
Custodial services at no cost
Strategy
PAM Network investment consultants work with you to establish a strategic investment plan that defines your risk tolerance, return expectation, and time horizon. Our unique process also identifies which social issues are important to you, and whether you wish to participate in shareholder advocacy or community investing. The objectives you define will help your PAM Network professional determine which services are right for you. Generally, your PAM Network investment consultant will recommend diversifying your risk as much as possible while seeking to achieve your return objective. And unlike SRI mutual funds, we can provide customized social screens for your individual portfolio.*
Synergy
By working with our Network members, you are joining our community of investors and advisers to mobilize a substantial pool of financial assets to change our world for the better. We have unique opportunities to engage "the power of the share" for social and environmental purposes. From time to time, PAM Network brokers and their clients have access to investment opportunities with a high degree of social or environmental impact. Client investments provide capital to financially under-served communities and alternative investment projects. As examples, clients have recently invested in a state-of-the-art wind turbine company and, through their capital, have supported an established worker-owned cooperative that markets coffee and chocolate using "fair trade" practices.
Clients also have access to our proxy alert service, which provides background and analysis of social shareholder resolutions, allowing you to "vote your values".
* Customized screening services are available for accounts meeting a minimum. Please contact a PAM Network professional for more information.
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
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