A complete list of active advisors currently associated with Progressive Investment Management Corporation

Warmer can help you find a great advisor at Progressive Investment Management Corporation or one who fits your needs even better.

Progressive Investment Management provides discretionary investment management and consulting to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. It manages separately managed accounts that may hold individual stocks and bonds, mutual funds, ETFs, community investment notes, and certificates of deposit. The firm employs a fundamental, long-term investment approach that integrates proprietary ESG criteria across equity and fixed-income strategies, seeking capital appreciation while aiming to mitigate risk through diversification. Progressive uses standard performance benchmarks (e.g., the S&P 500 for U.S. equity and Bloomberg indexes for fixed income) and structures its equity sleeve to typically hold 25–40 primarily large-cap names. Progressive discloses performance benchmarks and provides detailed quarterly performance reports, a practice that is less common among peer team firms. The firm also permits client borrowing (including margin loans) within separately managed accounts and offers a dedicated community investment option (community notes, CDs, and community loan fund promissory notes) alongside its ESG-focused strategies.

To learn more about the advisors currently working at Progressive Investment Management Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.