True Wealth Investment Portfolios

Our approach to designing your True Wealth Investment Portfolio aims to integrate your True Wealth Plan, life interests, social screens, risk tolerance, and investment objectives. Once the portfolio is invested the investment strategy is reviewed weekly and continually adjusted for performance and risk management. When appropriate, we also bring in alternative asset classes to add greater diversity to the portfolio.

The goal of this integrated approach to investment management is to better connect your core values and investment goals to the specific investments in your portfolio. We bring traditional tools of asset allocation and risk management to the process and together work out the optimal True Wealth Investment Portfolio solution.

We find that the results of this True Wealth approach are that clients experience greater inspiration, peace of mind, and sense of empowerment in relation to their money.

     
     

FROM IDEA TO ACTION: Socially Responsible Investing and the Growing Green Economy

If you are like most Americans, chances are you have heard of Socially Responsible Investing (SRI). Whether you have heard of SRI or not, this article will help you gain clarity and a commitment to action towards what is at once a broad social movement and an intensely personal process.



VALUES-BASED INVESTING: Enriching the Soul of American Culture

Underlying cultural values give current investment trends their heart and soul. Therefore understanding the demographics of existing and emerging cultural values are at leat as important in guiding your investment strategy as is the new hot stock pick.


SEEKING THE TRIPLE BOTTOM LINE: Socially Responsible Investing and the New Economy

This new economic model accounts for the natural capital provided by ecological systems and their contribution to maintaining life on Earth. It does this by measuring the three bottom lines of People, Profit and Planet.




Progressive Asset Management Group (PAM Group) Affiliations:

         


Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. The Progressive Asset Management Group is the Socially Responsible Investment division of FWG. Progressive Asset Management, Inc. and FWG are unaffiliated entities. Centerpoint Investment Strategies and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction:
55 Main St, Suite 415, Newmarket, NH 03857 (603) 659-7626

Nothing in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.