Progressive Asset Management - Socially & Environmentally Responsible Investment Strategies since 1987

For over twenty years, Progressive Asset Management Boston has helped concerned progressive clients support renewable energy, fair labor practices, family-friendly work environments, diversity, and human rights, all while working towards their long term financial goals. Through Fossil Fuel Divestment, support for Community Development, and Socially and Environmentally screened investments, we bridge long term competitive financial performance with sustainability, decreased fossil fuel reliance and client-centered services. Your values and concerns are integral throughout our process of eliminating investments that do not reflect your principles and incorporating environmental, social and governance (ESG) factors into the investment process.

Our services include:
• Fee Based Advisor Managed Accounts
• IRA Retirement accounts
• 401k and 403b Retirement Plan Rollover into IRA Accounts
• Helping Manage your current Workplace Retirement Account
• Retirement Plans for small companies and nonprofits
• Trust Account Management and Investment services
• Tax Deferred Variable Annuities
• Complimentary Portfolio Review and Screening
• Tax Free 529 College Saving Plans

Securities America, Inc. Member FINRA/SIPC. Securities America Advisors, Inc. PAM and Securities America are separate entities.