Todd Walker, Progressive Asset Management -- VermontSocially and Environmentally Responsible Financial Management
(
Free listing.
Entered April, 2009
Last login May, 2010
)
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WebSite:
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www.pamvermont.com
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E-mail this Business
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Address:
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| City,
State: |
Wells,
Vermont
Zip:05774
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| Phone:
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802-325-2200
Fax:
802-325-2201
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Description:
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Online ordering:
No
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Along with aligning your investments with your values, Socially Responsible
Investing (SRI) provides a real force for global change. By taking advantage of
our investment screening and shareholder advocacy efforts, PAM clients have the
opportunity to participate in efforts to exert influence over corporate
policies. At the same time, of course, we pursue investment performance for you
that is comparable or superior to non-screened investments.
PAM offers the
nation's widest selection of socially responsible financial products and
services, including:
Socially-screened investment portfolio management,
Access to all listed stocks, bonds and over 200 socially responsible mutual
funds,
Individual and business retirement plans with SR choices,
Institutional and endowment money management,
Trust account management,
College savings plans including 529s,
Vermont and other community investments.
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Focus:
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1) Finance / Business planning
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Harnessing economic power—the strength of consumers, investors, businesses, and the marketplace—to create a socially just and environmentally sustainable society. |
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