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We've
brought together a nationally known team of
specialists to deliver the best in investment
services to you. Each of these fine firms offer a
piece of the puzzle that is coordinated by us on
your behalf.
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The
Progressive Asset Management Network
(PAM) is a national association of
socially responsible Investment
Consultants who provide individuals and
institutions with a way to invest for
financial return and social progress at
the same time. Progressive Asset
Management, Inc. was established in 1987
as the first independent socially
responsible investment broker/dealer. In
1999, Progressive Asset Management,
Inc. formed a strategic alliance with
Financial West Group, Inc. and established
the PAM Network. Since it's founding, PAM
has made a difference in a wide variety of
issues, detailed here.
For recent news, check out PAM's latest
newsletter.
PAM also has locations throughout
the United
States.
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Financial
West Group, Inc. is a rapidly growing
broker/dealer with 60 offices and 400
investment professionals in private
practice, including the PAM network. FWG
offers industry-pacesetting portfolio
advisory services in addition to a
complete range of brokerage and investment
banking services. Both PAM and FWG are
fully disclosed members of the National
Association of Security Dealers, the
Securities Investor Protection
Corporation, the Municipal Securities
Rulemaking Board, the National Futures
Association and the Social Investment
Forum.
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First
Affirmative Financial Network, LLC (FAFN)
is an independent investment advisory firm
registered with the Securities and
Exchange Commission., serving a national
network of investment professionals
specializing in socially responsible
investing. FAFN manages three third party
money manager programs for the PAM
Network.
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NATIONAL
FINANCIAL SERVICES, INC.
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NFS
is a wholly owned and fully guaranteed subsidiary
of Fidelity Investments, LLC, one of the
most respected financial institutions in the world.
NFS offers clearing, execution and account custody
services for clients of PAM and FWG. All NFS
accounts are covered with insurance protection by
the Securities Investor Protection Corporation (up
to $500,000) and additional private supplemental
coverage up to $50 million. Through NFS, we are
able to offer our clients internet access to
their brokerage accounts.
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CHARLES
SCHWAB & COMPANY, INC.
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Schwab
is the custodian and co-creator of the Progressive
One no-load mutual fund investing program. The
leader in discount and no-load mutual fund
investing, Schwab offers a major new dimension in
fee-based investment management and a dedicated
administrative service base of 450 seasoned
employees. Our Progressive One mutual fund program
and some clients of Lockwood's customized money
manager program are served by Schwab's custody and
clearing services.
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Calvert
is the co-creator of PAM Community
Investments. Performing due diligence on
the largest database of community
based investments, Calvert also offers
unique principal guarantees through
subordinated contributions from noted
institutions like the Ford and
Carnegie Foundations.
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No
matter which service providers are chosen for your
unique and specific needs, we make sure that each
of these firms provide excellent service to you. By
maintaining our independence and contracting for
services, we ensure that we work for you, not for
Wall Street.
The
first step is to contact
us
to start the conversation.
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