Socially Responsible Investing
Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with the individuals and organizations we serve. Our knowledgeable and certified advisors assist clients in working toward their investment goals--whether that's saving for a college fund or developing a strong financial plan for retirement--while at the same time giving them the opportunity to invest in ways that reflect their values.
Whether you are an individual starting to invest in the market, a family planning for your children's education and retirement income, or an organization looking for asset management, we can provide services to help you create effective financial strategies.
We offer a wide range of products and financial planning services. We engage in targeted conversations and listen to our clients to determine which arrows to pull out of the quiver to hit the mark.
Today socially responsible investing (SRI) is increasing its influence within the financial community in large part due to the competitive financial returns that socially-screened portfolios generate.
For three decades Progressive Asset Management has regarded environmental sustainability, human rights, and good governance as part of the investment process.
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Financial Advisor510-587-0800 x 1
Registered Sales Assistant - Administrative Coordinator510-587-0800 x 3
Administrative Assistant510-587-0800 x 4
We manage assets for individuals and families, providing investment management, and financial planning services.
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?