Progressive Investment Management Corporation

Overview

Progressive Investment Management Corporation is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (initial registration year 1988) and serves both individual/family and institutional clients, with an advisory emphasis on portfolio management for individuals and small businesses. Its billing arrangements are flexible, including a percentage-of-AUM model alongside hourly and fixed-fee engagements. Ownership is split between a domestic entity and an individual, and the firm identifies as an active ESG investor. Investment positioning skews toward public equities, with a stated preference for exchange-traded equities and a sizeable equity sleeve in client portfolios. Progressive also incorporates mutual funds and private-placement opportunities into client programs. The firm does not operate as a capital allocator, which suggests it sources alternative opportunities for client accounts rather than running pooled-investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices