Do you want more information about how to become a part of the community of investors that are using their investments to help change the world while securing their financial goals?
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 We invite you to join the PAM Group. 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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Your Investment
Options
Working with a PAM Group 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 Group investment consultant. Our securities transactions
through FWG are processed through major financial institutions such as National
Financial Services (a subsidiary of Fidelity Investments) 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,
through FWG 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 Group 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
Strategy
PAM Group 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 Group professional
determine which services are right for you. Generally, your PAM Group
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 Group
members 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.
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 Group professional for more information.
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Progressive Asset Management and
Financial West Group are
affiliated entities.
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998
Member FINRA/SIPC |
