Taxes

• Charitable Giving
  Lauren serves on Progressive’s Client Services Team. Her focus is on day-to-day client needs, including money movements, charitable giving, and updating account information in coordination with Charles Schwab. She tracks every detail of our client relationships and works closely with our Advisor Team before and after each client meeting. Lauren has more than 10 years of experience in diverse client relationship-building roles in Alaska, New Zealand, and at home in Oregon, including managing events and client partnerships at Ecotrust. She is an active participant in Portland’s trail running community and enjoys volunteering with local race organizations to maintain trails and support runners. Lauren is a graduate of the University of Oregon with a degree in Environmental Studies and focuses in English and Geology.
• Tax Services
  Once we have reviewed your current portfolio, we'll schedule a follow-up call to discuss our proposed investment approach. During this call, we'll explore how our Equity, Fixed Income, and Community Investing strategies align with your goals and values. We'll also discuss any tax management considerations to ensure our recommendations are tailored to your financial situation.

Investment

• Investment Management
  Progressive Investment Management was founded in 1982 with a vision to serve clients seeking to integrate their environmental and social values with their investment goals.
• Mutual Funds
  We provide various equity strategies to suit different client objectives. Our individual stock strategy, the Progressive Equity Strategy, incorporates environmental, social, and governance criteria into our investment selection process. We seek to invest in companies with ESG characteristics that demonstrate ethical practices, environmental stewardship, and social responsibility. We may also invest in U.S. equity mutual funds or ETFs (exchange-traded funds) in addition to individual stocks. We also offer a Progressive Equity Fund Strategy, which mainly invests in mutual funds or ETFs. This strategy applies ESG criteria to the investment selection process as well.
• Bonds

Planning

• College Funding
  Our team is here to provide advice and planning support for various aspects of your financial life, including family finances, college planning, retirement, and philanthropy. We can help you navigate donor-advised funds and other charitable giving strategies to maximize your philanthropic impact.