Progressive Asset Management Group Socially and Environmentally Responsible Investing in Vermont
Vermont Office

Progressive Asset Management Group (PAM Group) is the nation's largest network of socially responsible financial advisors, serving over 7,000 clients nationwide who want the way they invest their money to support their social values. PAM Group is the socially responsible investment division of Financial West Group (FWG), a leading national investment provider.

PAM Group's Vermont office provides you with local access to an extensive array of socially responsible investments and services, including social investment screening from Progressive Asset Management Inc. Beyond VT, we are also active in Eastern NY, and Western MA and NH.

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, our 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.

Together, PAM Group and FWG can offer you 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 Group 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, PAM Group Vermont Office

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 Group in 2004, opening the first PAM Group branch in Vermont. He brings a unique financial background to PAM Group and his clients. As an award-winning financial writer in the investment, insurance and banking industries for more than 25 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.

socially responsible investing, socially responsible investing in Vermont, green investing, investments, asset management
mutual funds, college savings plans, investment advisor, financial advisor, trust account, endowment fund,  financial planning, shareholder advocacy, retirement plans
SRI, Social(k), Calvert, Parnassus, Winslow Green, Citizens Funds, Blue Funds, PaxWorld, Domini, Portfolio 21 WilderHill Clean Energy Index, Alternative energy investments, Ariel Funds, Green Century Funds, KLD, social screening, 403(b), 401(k), SIMPLE plans, SEP, IRA, Roth IRA, Keogh, ProgressiveTrack, 1031 Exchanges, Annuities, Equity,  Long Term Care, Life insurance, New Alternatives Fund, Unifi, Ameritas, Midland National

Representative of and securities offered through Financial West Group (FWG), member FINRA/SIPC. Office of Supervisory Jurisdiction: 167 Exeter Rd., Newfields, NH 03856, 888-233-0548. Progressive Asset Management Inc. is the socially responsible affiliate of FWG.


© Todd Walker All Rights Reserved


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PAM Group's Vermont Office
is a proud member of:

VBSR - Vermont Businesses for Social Responsibility

Green America

The Social Investment Forum