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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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Financial West Group Investment Services

As a member of the PAM Network, you are a registered representative of Financial West Group (FWG), an investment broker/dealer with 60 offices and approximately 400 registered representatives. FWG has a complete set of investment tools available to your clients. FWG clears through Correspondent Services Corporation (CSC), a wholly owned subsidiary of Fidelity's National Financial Services; mutual funds are also available through Charles Schwab Corp., with other vendor agreements available through CSC. CSC Intouch is the online trading system available to representatives and clients.


FWG has specialized broker support services that include:

Registered Investment Advisor (RIA) programs

Insurance and CPA resources

Equity and Bond Trading services


Money Management Services
Through FWG, PAM Network brokers have access to a complete array of professional money management services, including:

Established relationships with numerous money management firms, including those that employ an SRI methodology. PAM can assist you with developing client proposals, and for no additional fee, our social research department will screen a manager's universe according to your client's defined social criteria.

Access to various "turnkey" programs, including First Affirmative Financial Network's SRI platform and more traditional programs (eg, Lockwood), along with those available through our clearing firm, CSC.

FWG's own RIA Services department, allowing qualified representatives to self-manage accounts on a fee basis.

"High Impact" Social Investments
From time to time, PAM Network brokers and their clients have access to unique 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.

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 520 Third Street, Suite 204, Oakland, CA 94607 (510) 622-0202