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Invest: Align Your Portfolio With Your Values

Responsible investing means that your social and environmental principles are in harmony with a financial strategy defined by your risk tolerance, return expectations, and time horizon. Before we begin working with you, we'll review your current holdings from an SRI perspective. Before we get together, we'll ask you to complete our Social Investment Policy Questionnaire, which ensures that your ethical and environmental concerns will shape the portfolio we build for you.

This in-depth analysis can help establish which solutions and services are right for you:

  • Socially and environmentally screened investment portfolio management
  • Access to stocks, bonds, mutual funds, and exchange traded funds
  • Retirement plans with socially responsible choices, including:
    • Traditional and Roth IRAs
    • Employer-sponsored 401(k), 403(b), and SIMPLE IRAs
    • SEP IRAs for the self-employed
  • Institutional and endowment money management
  • Trust account management
  • Local and global community investments
  • Tax-deferred annuities
  • Fee-based asset management
  • Personal financial planning

Progressive Investors Network advisors are typically compensated through a fee on the assets we manage on behalf of our clients. Where appropriate for a small percentage of clients, we do offer some additional services.

Your needs and concerns are our top priority.

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