Progressive Investment Management provides investment management services that focus on Environmental, Social, and Governance (ESG) criteria. They manage investments for individuals, retirement plans, corporations, trusts, and charitable organizations. Progressive offers separately managed accounts that invest in various securities. They also offer consulting services for investments outside of their management, such as retirement plans and insurance contracts.
Fee Structure
Progressive Investment Management charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.50% to 1.25%. Fees are billed quarterly in advance. A minimum of $2,000,000 of assets is required for this service, but this may be negotiable.