Socially and environmentally responsible investing in Vermont | PAMVermont Progressive Asset Management

PAMVermont is the Vermont office of Progressive Asset Management (PAM), the nation's oldest and largest socially responsible financial services firm with over 7,000 clients nationwide. Our VT office is also active in Eastern NY, and Western MA and NH.

PAMVermont provides you with local access to all of PAM's extensive products and services, along with personal financial counseling.

With Investment Comes Power

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. We help you to use your ownership in public companies as a powerful tool to promote economic, social and environmental change. 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
Personal financial planning
Annuities, plus Life, long-term care and disability insurance

For More Information:

For more complete information on the many ways PAM can help you or your organization to invest with your values, click any of the buttons at the upper right. We look forward to getting to know you and to helping you achieve both your financial and social goals.

About Todd Walker, PAMVermont

Registrations: Series 7, 66, Registered Investment Advisor Representative
Life, Accident and Health Insurance Producers License
BS, Bentley College, Waltham, MA

Todd Walker Todd joined PAM in 2004, opening the first PAM branch in Vermont. He brings a unique financial background to PAM and his clients. As an award-winning financial writer in the investment, insurance and banking industries for more than 20 years, Todd gained a wide range of product and planning knowledge before becoming an investment professional assisting individuals, businesses and institutions.

As an avid organic gardener and environmentalist, Todd sees socially responsible investment management as a way to integrate his personal beliefs with his livelihood, while helping people to achieve their financial and social objectives. Todd is married to Cathy, a Barbara Brennan Healing Science Practitioner, and has two sons, Craig & Keith.

Securities offered through Financial West Group, Member NASD/SIPC. PAM is the socially responsible investment division of FWG. Office of Supervisory Jurisdiction: 167 Exeter Rd., Newfields, NH 03856 888-233-0548.

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Socially and Environmentally Responsible Asset Management Strategies Since 1987