Progressive Investment Management

Progressive Investment Management is an independent, fee-only fiduciary investment advisor founded in 1982. The company specializes in environmental and social investing, focusing on finding and expanding opportunities to make positive environmental and social impacts through the investment process. They serve a limited group of clients, primarily individuals, families, trusts, endowments, and foundations, who share their commitment to responsible investing.

Progressive Investment Management is headquartered in Oregon and offers a range of investment options that include equity, fixed income, and community investing strategies. They have a comprehensive onboarding process and provide ongoing services including quarterly investment reports, portfolio reviews, and advice and planning support for various financial needs. They are a certified B Corp, demonstrating their commitment to social and environmental performance, transparency, and accountability.

Progressive Investment Management offers a traditional work environment with competitive compensation and benefits. While there is no mention of remote work options, the company provides 15 days of vacation in the first two years of employment, ten paid holidays, sick/caregiver leave, and a 401(k) plan with a 6% match. These benefits aim to support employee well-being and work-life balance within a primarily in-office setting.

Progressive Investment Management offers a competitive benefits package that includes a bonus policy, comprehensive health insurance with 100% employer-paid premiums for employees and 50% for dependents, health savings account or flexible spending account options, dependent care flexible spending account, 15 days of vacation in the first two years of employment, 10 paid holidays, and sick/caregiver leave. Additionally, they provide a 401(k) plan with a 6% match, employer-paid life insurance and long-term disability insurance, bike commute and transit reimbursement, and charitable giving matching funds.

Progressive Investment Management is a fee-only fiduciary that helps clients achieve their financial goals while making a positive social and environmental impact. The company specializes in environmental and social investing, investing in companies with a significantly lower ecological footprint than what is typically found in a broad market portfolio. Progressive also invests in community development banks, credit unions, and loan funds to support local community investment. The company was founded in 1982 and is based in Portland and Eugene, Oregon. Progressive Investment Management is a certified B Corp, a designation given to companies that meet the highest standards of social and environmental performance, transparency, and accountability.

Progressive Investment Management promotes a culture of collaboration, long-term relationships, and commitment to quality. They emphasize building strong connections with both clients and employees, fostering a positive and supportive work environment. Their core values include prioritizing client needs, striving for excellence, taking care of each other, and seeing the big picture. This translates into a work environment that encourages open communication, employee development, and a shared commitment to making a positive social and environmental impact.

Progressive Investment Management approaches diversity, equity, and inclusion by applying the same social performance standards to itself that it uses when analyzing companies for potential investment. They engage companies on their DEI reporting metrics, intentionally recruit diverse candidates and vendors, and take affirmative action to hire, retain, and promote qualified women, people with disabilities, and candidates who identify as people of color, indigenous, and/or LGBTQ+. This approach reflects their belief that a more diverse, equitable, and inclusive workforce strengthens their perspectives as investors and expands their resilience as a firm.