General Info

Established in 1987, Progressive Asset Management is the first investment brokerage company in the United States. The company offers a range of services, such as social responsible investing and investment services. Located in Oakland, Calif., it provides mutual funds, stocks, bonds, financial estate planning and college planning. The company also offers various types of bonds, such as municipal, government agency, corporate and convertible. In 1999, Progressive Asset Management formed an alliance with Financial West Investment Group Inc.