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Non-Profits & Institutions

Are you the executive director of a non-profit organization, or do you sit on the board of one? Did you know that there are ways that you can provide retirement benefits for your employees, while aligning your investments with the mission of your organization? And if your organization manages a foundation or an endowment, we can work with you to achieve your financial goals while supporting your social mission. .


Institutional Services

If you are involved with a foundation, a university, or other institution, you may want to consider working with us to manage your assets and to integrate your institutional values into your portfolio. We have relationships with professional money managers to service your foundation's unique fiscal and social objectives. Consultants can assist clients with investment plan design including:

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


Retirement for Nonprofit Employees

Retirement plans can be set up as tax-deferred investment and savings programs for employees of certain tax-exempt employers. It allows employees of hospitals, educational institutions, and other non-profit organizations to save and invest for their own retirement. Depending on your program, you may authorize pre-tax payroll deductions to be invested in a tax-sheltered annuity (TSA) contract or in a custodial account made up of mutual funds chosen by your organization. Both the contributions and the investment earnings can grow tax-deferred until withdrawal (assumed to be retirement), at which time they are taxed as ordinary income PAM can help you to establish a retirement plan for your employees, making sure that the investment choices reflect the principles of your employees and your organization.

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