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 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.

Representative of and securities offered through Financial West Group (FWG), Member FINRA/SIPC. Progressive Asset Management, Inc. (PAMI) and FWG are unaffiliated entities. Office of Supervisory Jurisdiction: 55 Main St. Suite 415, Newmarket, NH 03857, 888-233-0548.